Ulland Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 6,260 shares of DSI stock, worth $729,352. This represents 0.54% of its overall portfolio holdings.

Number of Shares
6,260
Previous 14,260 56.1%
Holding current value
$729,352
Previous $1.57 Million 59.22%
% of portfolio
0.54%
Previous 1.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
SELL
$101.98 - $115.66 $815,840 - $925,280
-8,000 Reduced 56.1%
6,260 $641,000
Q4 2021

Feb 16, 2022
BUY
$83.4 - $93.49 $1.19 Million - $1.33 Million
14,260 New
14,260 $1.33 Million

Others Institutions Holding DSI

# of Institutions
606
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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