Wealth Enhancement Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 18,206 shares of DSI stock, worth $1.93 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
18,206
Previous 16,791 8.43%
Holding current value
$1.93 Million
Previous $1.83 Million 9.91%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 10, 2025
BUY
$107.41 - $115.71 $151,985 - $163,729
1,415 Added 8.43%
18,206 $2.01 Million
Q3 2024

Oct 23, 2024
SELL
$97.81 - $108.79 $333,336 - $370,756
-3,408 Reduced 16.87%
16,791 $1.83 Million
Q2 2024

Jul 16, 2024
BUY
$94.27 - $104.77 $138,294 - $153,697
1,467 Added 7.83%
20,199 $2.1 Million
Q1 2024

Apr 15, 2024
SELL
$89.27 - $100.81 $34,279 - $38,711
-384 Reduced 2.01%
18,732 $1.89 Million
Q4 2023

Jan 30, 2024
SELL
$77.74 - $91.23 $903,882 - $1.06 Million
-11,627 Reduced 37.82%
19,116 $1.74 Million
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $2.48 Million - $2.68 Million
30,743 New
30,743 $2.5 Million
Q2 2022

Jul 18, 2022
BUY
$69.6 - $87.62 $270,744 - $340,841
3,890 Added 12.29%
35,548 $2.64 Million
Q1 2022

Apr 18, 2022
BUY
$79.44 - $93.34 $354,461 - $416,483
4,462 Added 16.41%
31,658 $2.77 Million
Q4 2021

Feb 08, 2022
BUY
$83.4 - $93.49 $1.26 Million - $1.41 Million
15,082 Added 124.5%
27,196 $2.36 Million
Q3 2021

Nov 03, 2021
BUY
$82.17 - $87.81 $995,407 - $1.06 Million
12,114 New
12,114 $1.09 Million

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
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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