Spectrum Planning & Advisory Services Inc. Ishares Msci Kld 400 Social Et Transaction History

Spectrum Planning & Advisory Services Inc.

  • $104 Million
  • Q1 2025

A detailed history of Spectrum Planning & Advisory Services Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Spectrum Planning & Advisory Services Inc. holds 3,684 shares of DSI stock, worth $374,957. This represents 0.36% of its overall portfolio holdings.

Number of Shares
3,684
Previous 3,261 12.97%
Holding current value
$374,957
Previous $359,000 5.01%
% of portfolio
0.36%
Previous 0.32%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
BUY
$101.98 - $115.66 $43,137 - $48,924
423 Added 12.97%
3,684 $377,000
Q4 2024

Jan 22, 2025
SELL
$107.41 - $115.71 $67,131 - $72,318
-625 Reduced 16.08%
3,261 $359,000
Q3 2024

Nov 08, 2024
BUY
$97.81 - $108.79 $29,049 - $32,310
297 Added 8.28%
3,886 $422,000
Q2 2024

Jul 18, 2024
BUY
$94.27 - $104.77 $38,273 - $42,536
406 Added 12.76%
3,589 $372,000
Q4 2023

Jan 18, 2024
BUY
$77.74 - $91.23 $247,446 - $290,385
3,183 New
3,183 $289,000
Q1 2023

Apr 18, 2023
BUY
$71.07 - $79.2 $34,540 - $38,491
486 Added 16.63%
3,408 $265,000
Q4 2022

Jan 19, 2023
SELL
$66.36 - $76.94 $48,509 - $56,243
-731 Reduced 20.01%
2,922 $0
Q3 2022

Oct 17, 2022
SELL
$66.97 - $81.69 $267 - $326
-4 Reduced 0.11%
3,653 $245,000
Q2 2022

Jul 15, 2022
BUY
$69.6 - $87.62 $254,527 - $320,426
3,657 New
3,657 $263,000

Others Institutions Holding DSI

# of Institutions
613
Shares Held
27.4M
Call Options Held
3.1K
Put Options Held
1.6K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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