A detailed history of Wade G W & Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wade G W & Inc holds 21,063 shares of DSI stock, worth $2.2 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
21,063
Previous 20,261 3.96%
Holding current value
$2.2 Million
Previous $1.65 Million 16.31%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024

BUY
$77.74 - $91.23 $62,347 - $73,166
802 Added 3.96%
21,063 $1.92 Million
Q3 2023

Nov 08, 2023

BUY
$80.77 - $87.25 $185,609 - $200,500
2,298 Added 12.79%
20,261 $1.65 Million
Q2 2023

Aug 10, 2023

SELL
$76.24 - $84.24 $12,655 - $13,983
-166 Reduced 0.92%
17,963 $1.51 Million
Q1 2023

May 09, 2023

SELL
$71.07 - $79.2 $113,143 - $126,086
-1,592 Reduced 8.07%
18,129 $1.41 Million
Q4 2022

Feb 10, 2023

BUY
$69.01 - $76.94 $124,563 - $138,876
1,805 Added 10.07%
19,721 $1.42 Million
Q3 2022

Nov 10, 2022

BUY
N/A
1,586 Added 9.71%
17,916 $1.2 Million
Q2 2022

Aug 09, 2022

BUY
N/A
966 Added 6.29%
16,330 $1.17 Million
Q1 2022

May 10, 2022

BUY
N/A
1,833 Added 13.55%
15,364 $1.33 Million
Q4 2021

Feb 09, 2022

BUY
N/A
1,426 Added 11.78%
13,531 $1.26 Million
Q3 2021

Nov 03, 2021

BUY
N/A
4,210 Added 53.32%
12,105 $1.01 Million
Q2 2021

Aug 12, 2021

BUY
N/A
3,638 Added 85.46%
7,895 $654,000
Q1 2021

May 05, 2021

BUY
N/A
488 Added 12.95%
4,257 $325,000
Q4 2020

Feb 03, 2021

BUY
N/A
3,769 New
3,769 $270,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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