Sterling Investment Advisors, Ltd. Ishares Msci Kld 400 Social Et Transaction History
Sterling Investment Advisors, Ltd.
- $388 Million
- Q4 2024
A detailed history of Sterling Investment Advisors, Ltd. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sterling Investment Advisors, Ltd. holds 3,000 shares of DSI stock, worth $327,300. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,000
Previous 3,000
-0.0%
Holding current value
$327,300
Previous $326,000
1.23%
% of portfolio
0.09%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding DSI
# of Institutions
614Shares Held
27.6MCall Options Held
3.1KPut Options Held
1.6K-
Morgan Stanley New York, NY4.75MShares$519 Million0.04% of portfolio
-
Envestnet Asset Management Inc2.02MShares$220 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC1.69MShares$184 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY1.39MShares$152 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.01MShares$110 Million0.05% of portfolio