Spire Wealth Management Ishares Msci Kld 400 Social Et Transaction History

Spire Wealth Management

  • $3.02 Billion
  • Q1 2025

A detailed history of Spire Wealth Management transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Spire Wealth Management holds 15,924 shares of DSI stock, worth $1.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,924
Previous 17,138 7.08%
Holding current value
$1.76 Million
Previous $1.89 Million 13.71%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Apr 23, 2025
SELL
$101.98 - $115.66 $123,803 - $140,411
-1,214 Reduced 7.08%
15,924 $1.63 Million
Q4 2024

Jan 24, 2025
SELL
$107.41 - $115.71 $56,175 - $60,516
-523 Reduced 2.96%
17,138 $1.89 Million
Q3 2024

Oct 15, 2024
BUY
$97.81 - $108.79 $181,535 - $201,914
1,856 Added 11.74%
17,661 $1.92 Million
Q2 2024

Jul 31, 2024
SELL
$94.27 - $104.77 $326,457 - $362,818
-3,463 Reduced 17.97%
15,805 $1.64 Million
Q1 2024

Apr 24, 2024
SELL
$89.27 - $100.81 $40,885 - $46,170
-458 Reduced 2.32%
19,268 $1.94 Million
Q4 2023

Feb 06, 2024
SELL
$77.74 - $91.23 $222,180 - $260,735
-2,858 Reduced 12.65%
19,726 $1.8 Million
Q3 2023

Nov 08, 2023
BUY
$80.77 - $87.25 $565 - $610
7 Added 0.03%
22,584 $1.84 Million
Q2 2023

Aug 09, 2023
BUY
$76.24 - $84.24 $94,156 - $104,036
1,235 Added 5.79%
22,577 $1.9 Million
Q1 2023

May 09, 2023
BUY
$71.07 - $79.2 $1.37 Million - $1.53 Million
19,266 Added 928.03%
21,342 $1.66 Million
Q4 2022

Feb 03, 2023
BUY
$66.36 - $76.94 $32,980 - $38,239
497 Added 31.48%
2,076 $149,000
Q3 2022

Nov 07, 2022
SELL
$66.97 - $81.69 $1.28 Million - $1.56 Million
-19,101 Reduced 92.36%
1,579 $106,000
Q2 2022

Jul 22, 2022
SELL
$69.6 - $87.62 $1.54 Million - $1.93 Million
-22,082 Reduced 51.64%
20,680 $1.49 Million
Q1 2022

Apr 18, 2022
BUY
$79.44 - $93.34 $29,790 - $35,002
375 Added 0.88%
42,762 $3.7 Million
Q4 2021

Jan 14, 2022
BUY
$83.4 - $93.49 $95,242 - $106,765
1,142 Added 2.77%
42,387 $3.94 Million
Q3 2021

Oct 22, 2021
BUY
$82.17 - $87.81 $180,034 - $192,391
2,191 Added 5.61%
41,245 $3.44 Million
Q2 2021

Jul 26, 2021
BUY
$77.33 - $82.83 $121,640 - $130,291
1,573 Added 4.2%
39,054 $3.24 Million
Q1 2021

May 21, 2021
BUY
$70.61 - $76.36 $2.65 Million - $2.86 Million
37,481 New
37,481 $2.86 Million

Others Institutions Holding DSI

# of Institutions
606
Shares Held
25.4M
Call Options Held
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
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email