A detailed history of Verus Capital Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Verus Capital Partners, LLC holds 3,014 shares of DSI stock, worth $327,139. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,014
Previous 3,915 23.01%
Holding current value
$327,139
Previous $394,000 20.56%
% of portfolio
0.03%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024

SELL
$94.27 - $104.77 $84,937 - $94,397
-901 Reduced 23.01%
3,014 $313,000
Q1 2024

May 07, 2024

BUY
$89.27 - $100.81 $11,694 - $13,206
131 Added 3.46%
3,915 $394,000
Q4 2023

Feb 09, 2024

BUY
$77.74 - $91.23 $27,286 - $32,021
351 Added 10.22%
3,784 $344,000
Q3 2023

Nov 01, 2023

BUY
$80.77 - $87.25 $2,100 - $2,268
26 Added 0.76%
3,433 $279,000
Q2 2023

Jul 31, 2023

BUY
$76.24 - $84.24 $35,527 - $39,255
466 Added 15.84%
3,407 $286,000
Q1 2023

May 09, 2023

BUY
$71.07 - $79.2 $209,016 - $232,927
2,941 New
2,941 $229,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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