U.S. Capital Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

U.S. Capital Wealth Advisors, LLC

  • $3.21 Billion
  • Q2 2025

A detailed history of U.S. Capital Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, U.S. Capital Wealth Advisors, LLC holds 3,298 shares of DSI stock, worth $384,249. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,298
Previous 3,421 3.6%
Holding current value
$384,249
Previous $350,000 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 14, 2025
SELL
$91.62 - $116.16 $11,269 - $14,287
-123 Reduced 3.6%
3,298 $383,000
Q1 2025

Apr 29, 2025
BUY
$101.98 - $115.66 $8,770 - $9,946
86 Added 2.58%
3,421 $350,000
Q4 2024

Jan 24, 2025
SELL
$107.41 - $115.71 $13,104 - $14,116
-122 Reduced 3.53%
3,335 $367,000
Q3 2024

Oct 22, 2024
SELL
$97.81 - $108.79 $10,856 - $12,075
-111 Reduced 3.11%
3,457 $376,000
Q2 2024

Jul 11, 2024
BUY
$94.27 - $104.77 $73,719 - $81,930
782 Added 28.07%
3,568 $370,000
Q1 2024

May 10, 2024
SELL
$89.27 - $100.81 $12,408 - $14,012
-139 Reduced 4.75%
2,786 $280,000
Q4 2023

Feb 06, 2024
BUY
$77.74 - $91.23 $31,640 - $37,130
407 Added 16.16%
2,925 $266,000
Q3 2023

Oct 19, 2023
SELL
$80.77 - $87.25 $37,396 - $40,396
-463 Reduced 15.53%
2,518 $204,000
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $191,036 - $212,889
2,688 Added 917.41%
2,981 $232,000
Q4 2022

Feb 03, 2023
BUY
$66.36 - $76.94 $19,443 - $22,543
293 New
293 $21,000

Others Institutions Holding DSI

# of Institutions
608
Shares Held
25.4M
Call Options Held
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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