Walkner Condon Financial Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Walkner Condon Financial Advisors LLC

  • $484 Million
  • Q3 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,515 shares of DSI stock, worth $504,099. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,515
Previous 4,564 1.07%
Holding current value
$504,099
Previous $473,000 3.81%
% of portfolio
0.1%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
SELL
$97.81 - $108.79 $4,792 - $5,330
-49 Reduced 1.07%
4,515 $491,000
Q2 2024

Jul 26, 2024
SELL
$94.27 - $104.77 $3,299 - $3,666
-35 Reduced 0.76%
4,564 $473,000
Q4 2023

Jan 23, 2024
BUY
$77.74 - $91.23 $49,675 - $58,295
639 Added 16.14%
4,599 $418,000
Q3 2023

Oct 19, 2023
BUY
$80.77 - $87.25 $7,673 - $8,288
95 Added 2.46%
3,960 $322,000
Q1 2023

Apr 20, 2023
SELL
$71.07 - $79.2 $3,624 - $4,039
-51 Reduced 1.3%
3,865 $301,000
Q4 2022

Jan 25, 2023
BUY
$66.36 - $76.94 $9,954 - $11,541
150 Added 3.98%
3,916 $0
Q3 2022

Oct 28, 2022
BUY
$66.97 - $81.69 $252,209 - $307,644
3,766 New
3,766 $252,000
Q1 2022

May 03, 2022
SELL
$79.44 - $93.34 $178,422 - $209,641
-2,246 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$83.4 - $93.49 $187,316 - $209,978
2,246 New
2,246 $0
Q1 2021

Apr 13, 2021
SELL
$70.61 - $76.36 $313,649 - $339,191
-4,442 Closed
0 $0
Q4 2020

Jan 12, 2021
BUY
$62.23 - $71.54 $276,425 - $317,780
4,442 New
4,442 $318,000

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
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
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