Tiedemann Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Tiedemann Advisors, LLC

$2.31 Billion
Q3 2023

A detailed history of Tiedemann Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Tiedemann Advisors, LLC holds 4,712 shares of DSI stock, worth $484,252. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,712

Previous 4,712 -0.0%

Holding current value

$484,252

Previous $396,000 3.28%

% of portfolio

0.02%

Previous 0.02%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 26, 2023	BUY	$71.07 - $79.2 $14,498 - $16,156	204 Added 4.53%	4,712 $367,000
Q3 2021 Nov 12, 2021	SELL	N/A	-1,700 Reduced 27.38%	4,508 $375,000
Q2 2021 Aug 12, 2021	SELL	N/A	-376 Reduced 5.71%	6,208 $514,000
Q1 2021 May 13, 2021	SELL	N/A	-326 Reduced 4.72%	6,584 $503,000
Q4 2020 Feb 16, 2021	BUY	N/A	3,455 Added 100.0%	6,910 $495,000

Q2 2020 Nov 12, 2020	BUY	N/A	3,455 New	3,455 $408,000
Q2 2020 Aug 05, 2020	SELL	N/A	-3,455 Closed	0 $0
Q1 2020 May 07, 2020	SELL	N/A	-529 Reduced 13.28%	3,455 $336,000
Q4 2019 Feb 12, 2020	BUY	N/A	529 Added 15.31%	3,984 $478,000
Q2 2019 Aug 13, 2019	SELL	N/A	-4,820 Reduced 58.25%	3,455 $378,000
Q1 2019 May 13, 2019	BUY	N/A	2,305 Added 38.61%	8,275 $872,000
Q4 2018 Feb 13, 2019	BUY	N/A	5,970 New	5,970 $555,000

Others Institutions Holding DSI

# of Institutions

538

Shares Held

25.5M

Call Options Held

Put Options Held

400

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Tiedemann Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History