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 $311,550. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,000
Previous 3,000 -0.0%
Holding current value
$311,550
Previous $326,000 1.23%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 21, 2021
BUY
$62.23 - $71.54 $93,345 - $107,310
1,500 Added 100.0%
3,000 $215,000
Q3 2020

Oct 26, 2020
SELL
$59.39 - $68.32 $27,081 - $31,153
-456 Reduced 23.31%
1,500 $192,000
Q3 2018

Nov 09, 2018
SELL
N/A
-500 Reduced 20.36%
1,956 $209,000
Q2 2017

Aug 09, 2017
BUY
N/A
2,456
2,456 $219,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
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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