Wbh Advisory Inc Ishares Msci Kld 400 Social Et Transaction History

Wbh Advisory Inc

  • $1.05 Billion
  • Q3 2024

A detailed history of Wbh Advisory Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wbh Advisory Inc holds 3,394 shares of DSI stock, worth $385,592. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,394
Previous 3,754 9.59%
Holding current value
$385,592
Previous $389,000 5.14%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 15, 2024
SELL
$97.81 - $108.79 $35,211 - $39,164
-360 Reduced 9.59%
3,394 $369,000
Q2 2024

Jul 11, 2024
BUY
$94.27 - $104.77 $5,656 - $6,286
60 Added 1.62%
3,754 $389,000
Q1 2024

Apr 16, 2024
BUY
$89.27 - $100.81 $17,407 - $19,657
195 Added 5.57%
3,694 $372,000
Q4 2023

Jan 09, 2024
BUY
$77.74 - $91.23 $272,012 - $319,213
3,499 New
3,499 $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
Track This Portfolio

Track Wbh Advisory Inc Portfolio

Follow Wbh Advisory Inc 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 Wbh Advisory Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wbh Advisory Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email