Wealth Management Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Management Partners, LLC

  • $274 Million
  • Q3 2025

A detailed history of Wealth Management Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Management Partners, LLC holds 10,868 shares of DSI stock, worth $1.37 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
10,868
Previous 10,870 0.02%
Holding current value
$1.37 Million
Previous $1.26 Million 8.4%
% of portfolio
0.5%
Previous 0.5%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025
SELL
$115.96 - $125.95 $231 - $251
-2 Reduced 0.02%
10,868 $1.37 Million
Q2 2025

Jul 11, 2025
BUY
$91.62 - $116.16 $5,955 - $7,550
65 Added 0.6%
10,870 $1.26 Million
Q4 2024

Jan 16, 2025
SELL
$107.41 - $115.71 $214 - $231
-2 Reduced 0.02%
10,805 $1.19 Million
Q3 2024

Oct 21, 2024
SELL
$97.81 - $108.79 $53,893 - $59,943
-551 Reduced 4.85%
10,807 $1.18 Million
Q2 2024

Jul 12, 2024
BUY
$94.27 - $104.77 $30,637 - $34,050
325 Added 2.95%
11,358 $1.18 Million
Q3 2023

Oct 24, 2023
BUY
$80.77 - $87.25 $52,419 - $56,625
649 Added 6.25%
11,033 $898,000
Q2 2023

Jul 24, 2023
SELL
$76.24 - $84.24 $10,063 - $11,119
-132 Reduced 1.26%
10,384 $874,000
Q1 2023

Apr 14, 2023
SELL
$71.07 - $79.2 $34,397 - $38,332
-484 Reduced 4.4%
10,516 $820,000
Q4 2022

Jan 20, 2023
SELL
$66.36 - $76.94 $66,360 - $76,940
-1,000 Reduced 8.33%
11,000 $0
Q3 2022

Oct 21, 2022
SELL
$66.97 - $81.69 $66,970 - $81,690
-1,000 Reduced 7.69%
12,000 $840,000
Q2 2022

Jul 15, 2022
SELL
$69.6 - $87.62 $208,799 - $262,860
-3,000 Reduced 18.75%
13,000 $946,000
Q4 2021

Jan 19, 2022
SELL
$83.4 - $93.49 $13,510 - $15,145
-162 Reduced 1.0%
16,000 $1.49 Million
Q3 2021

Oct 29, 2021
SELL
$82.17 - $87.81 $126,048 - $134,700
-1,534 Reduced 8.67%
16,162 $1.35 Million
Q2 2021

Jul 14, 2021
BUY
$77.33 - $82.83 $69,442 - $74,381
898 Added 5.35%
17,696 $1.47 Million
Q1 2021

Apr 15, 2021
SELL
$70.61 - $76.36 $34,740 - $37,569
-492 Reduced 2.85%
16,798 $1.32 Million
Q4 2020

Feb 04, 2021
BUY
$62.23 - $71.54 $1.08 Million - $1.24 Million
17,290 New
17,290 $1.27 Million

Others Institutions Holding DSI

# of Institutions
639
Shares Held
24.7M
Call Options Held
0
Put Options Held
2.5K
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 Wealth Management Partners, LLC Portfolio

Follow Wealth Management Partners, LLC 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 Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email