Strategic Wealth Advisors Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Strategic Wealth Advisors Group, LLC

  • $2.33 Billion
  • Q3 2022

A detailed history of Strategic Wealth Advisors Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 22,674 shares of DSI stock, worth $2.46 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
22,674
Previous 23,862 4.98%
Holding current value
$2.46 Million
Previous $1.77 Million 14.09%
% of portfolio
0.07%
Previous 0.07%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$66.97 - $81.69 $79,560 - $97,047
-1,188 Reduced 4.98%
22,674 $1.52 Million
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $22,132 - $27,863
318 Added 1.35%
23,862 $1.77 Million
Q1 2022

May 10, 2022
BUY
$79.44 - $93.34 $168,889 - $198,440
2,126 Added 9.93%
23,544 $2.04 Million
Q4 2021

Feb 16, 2022
BUY
$83.4 - $93.49 $337,936 - $378,821
4,052 Added 23.33%
21,418 $2 Million
Q3 2021

Nov 17, 2021
SELL
$82.17 - $87.81 $2.6 Million - $2.78 Million
-31,682 Reduced 64.59%
17,366 $1.45 Million
Q2 2021

Aug 10, 2021
BUY
$77.33 - $82.83 $137,879 - $147,685
1,783 Added 3.77%
49,048 $4.06 Million
Q1 2021

May 07, 2021
BUY
$70.61 - $76.36 $127,239 - $137,600
1,802 Added 3.96%
47,265 $3.61 Million
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $1.64 Million - $1.88 Million
26,308 Added 137.34%
45,463 $3.25 Million
Q3 2020

Nov 30, 2020
BUY
$59.39 - $68.32 $127,332 - $146,478
2,144 Added 12.6%
19,155 $2.45 Million
Q2 2020

Aug 03, 2020
BUY
$46.66 - $61.22 $114,690 - $150,478
2,458 Added 16.89%
17,011 $2.03 Million
Q1 2020

May 05, 2020
BUY
$42.17 - $63.99 $82,189 - $124,716
1,949 Added 15.46%
14,553 $1.36 Million
Q4 2019

Feb 10, 2020
SELL
$53.71 - $60.35 $60,423 - $67,893
-1,125 Reduced 8.19%
12,604 $1.51 Million
Q3 2019

Nov 04, 2019
BUY
$55.16 - $56.18 $16,934 - $17,247
307 Added 2.29%
13,729 $1.5 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,159 Added 9.45%
13,422 $1.48 Million
Q1 2019

May 02, 2019
BUY
N/A
1,320 Added 12.06%
12,263 $0
Q4 2018

Feb 12, 2019
BUY
N/A
10,943 New
10,943 $1.06 Million

Others Institutions Holding DSI

# of Institutions
552
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
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 Strategic Wealth Advisors Group, LLC Portfolio

Follow Strategic Wealth Advisors Group, LLC 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 Strategic Wealth Advisors Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Advisors Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email