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 $2.86 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

22,674

Previous 23,862 4.98%

Holding current value

$2.86 Million

Previous $1.77 Million 14.09%

% of portfolio

0.07%

Previous 0.07%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

632

Shares Held

24.7M

Call Options Held

Put Options Held

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

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.

Account

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