Topel & Distasi Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 20,515 shares of DSI stock, worth $2.33 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
20,515
Previous 19,944 2.86%
Holding current value
$2.33 Million
Previous $2.07 Million 7.73%
% of portfolio
0.93%
Previous 0.91%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $55,849 - $62,119
571 Added 2.86%
20,515 $2.23 Million
Q2 2024

Aug 09, 2024
SELL
$94.27 - $104.77 $9,992 - $11,105
-106 Reduced 0.53%
19,944 $2.07 Million
Q1 2024

May 06, 2024
BUY
$89.27 - $100.81 $11,962 - $13,508
134 Added 0.67%
20,050 $2.02 Million
Q4 2023

Jan 12, 2024
SELL
$77.74 - $91.23 $61,881 - $72,619
-796 Reduced 3.84%
19,916 $1.81 Million
Q3 2023

Nov 06, 2023
BUY
$80.77 - $87.25 $112,108 - $121,103
1,388 Added 7.18%
20,712 $1.69 Million
Q1 2023

May 12, 2023
BUY
$71.07 - $79.2 $278,594 - $310,464
3,920 Added 25.45%
19,324 $1.51 Million
Q4 2022

Jan 31, 2023
BUY
$66.36 - $76.94 $5,441 - $6,309
82 Added 0.54%
15,404 $1.11 Million
Q3 2022

Nov 21, 2022
SELL
$66.97 - $81.69 $38,976 - $47,543
-582 Reduced 3.66%
15,322 $1.13 Million
Q2 2022

Aug 05, 2022
BUY
$69.6 - $87.62 $71,688 - $90,248
1,030 Added 6.92%
15,904 $1.14 Million
Q1 2022

Apr 21, 2022
BUY
$79.44 - $93.34 $92,388 - $108,554
1,163 Added 8.48%
14,874 $1.29 Million
Q4 2021

Feb 23, 2022
BUY
$83.4 - $93.49 $1.14 Million - $1.28 Million
13,711 New
13,711 $1.27 Million

Others Institutions Holding DSI

# of Institutions
573
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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