Verity Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History

Verity Wealth Advisors

  • $138 Million
  • Q4 2024

A detailed history of Verity Wealth Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Verity Wealth Advisors holds 7,299 shares of DSI stock, worth $810,553. This represents 0.58% of its overall portfolio holdings.

Number of Shares
7,299
Previous 7,299 -0.0%
Holding current value
$810,553
Previous $794,000 1.26%
% of portfolio
0.58%
Previous 0.56%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 26, 2023
SELL
$80.77 - $87.25 $1,292 - $1,396
-16 Reduced 0.22%
7,299 $594,000
Q3 2022

Oct 27, 2022
BUY
$66.97 - $81.69 $93,557 - $114,120
1,397 Added 23.61%
7,315 $490,000
Q3 2021

Oct 14, 2021
BUY
$82.17 - $87.81 $2,958 - $3,161
36 Added 0.61%
5,918 $492,000
Q2 2021

Aug 03, 2021
SELL
$77.33 - $82.83 $67,199 - $71,979
-869 Reduced 12.87%
5,882 $487,000
Q4 2020

Feb 09, 2021
BUY
$62.23 - $71.54 $288,684 - $331,874
4,639 Added 219.65%
6,751 $483,000
Q1 2019

Apr 03, 2019
BUY
N/A
2,112 New
2,112 $223,000

Others Institutions Holding DSI

# of Institutions
593
Shares Held
26.5M
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
Track This Portfolio

Track Verity Wealth Advisors Portfolio

Follow Verity Wealth Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Verity Wealth Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Verity Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email