Wbh Advisory Inc Ishares Msci Kld 400 Social Et Transaction History

Wbh Advisory Inc

  • $1.07 Billion
  • Q4 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 3,106 shares of DSI stock, worth $350,387. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,106
Previous 3,394 8.49%
Holding current value
$350,387
Previous $369,000 7.32%
% of portfolio
0.03%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
SELL
$107.41 - $115.71 $30,934 - $33,324
-288 Reduced 8.49%
3,106 $342,000
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
612
Shares Held
28M
Call Options Held
3.1K
Put Options Held
1.6K
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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