Wealthcare Capital Management LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthcare Capital Management LLC

  • $880 Million
  • Q1 2024

A detailed history of Wealthcare Capital Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthcare Capital Management LLC holds 25,453 shares of DSI stock, worth $2.73 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
25,453
Previous 27,031 5.84%
Holding current value
$2.73 Million
Previous $2.46 Million 4.23%
% of portfolio
0.29%
Previous 0.3%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024
SELL
$89.27 - $100.81 $140,868 - $159,078
-1,578 Reduced 5.84%
25,453 $2.57 Million
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $5,286 - $6,203
68 Added 0.25%
27,031 $2.46 Million
Q3 2023

Oct 12, 2023
SELL
$80.77 - $87.25 $189,890 - $205,124
-2,351 Reduced 8.02%
26,963 $2.2 Million
Q2 2023

Jul 18, 2023
SELL
$76.24 - $84.24 $10,521 - $11,625
-138 Reduced 0.47%
29,314 $2.47 Million
Q1 2023

May 04, 2023
SELL
$71.07 - $79.2 $80,664 - $89,892
-1,135 Reduced 3.71%
29,452 $2.3 Million
Q4 2022

Feb 14, 2023
BUY
$69.01 - $76.94 $51,550 - $57,474
747 Added 2.5%
30,587 $2.2 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-1,913 Reduced 6.02%
29,840 $2 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-1,324 Reduced 4.0%
31,753 $2.28 Million
Q1 2022

Apr 12, 2022
BUY
N/A
2,442 Added 7.97%
33,077 $2.87 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-1,275 Reduced 4.0%
30,635 $2.85 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,257 Reduced 9.26%
31,910 $2.66 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-2,168 Reduced 5.81%
35,167 $2.91 Million
Q1 2021

Apr 30, 2021
SELL
N/A
-1,644 Reduced 4.22%
37,335 $2.85 Million
Q4 2020

Feb 02, 2021
BUY
N/A
19,418 Added 99.27%
38,979 $2.79 Million
Q3 2020

Oct 28, 2020
SELL
N/A
-318 Reduced 1.6%
19,561 $2.5 Million
Q2 2020

Jul 29, 2020
BUY
N/A
3,385 Added 20.52%
19,879 $2.35 Million
Q1 2020

Apr 29, 2020
BUY
N/A
3,108 Added 23.22%
16,494 $1.61 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-396 Reduced 2.87%
13,386 $1.61 Million
Q3 2019

Oct 17, 2019
BUY
N/A
61 Added 0.44%
13,782 $1.53 Million
Q2 2019

Jul 30, 2019
BUY
N/A
185 Added 1.37%
13,721 $1.5 Million
Q1 2019

May 13, 2019
BUY
N/A
1,462 Added 12.11%
13,536 $1.43 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-619 Reduced 4.88%
12,074 $1.12 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-61 Reduced 0.48%
12,693 $1.36 Million
Q2 2018

Aug 14, 2018
BUY
N/A
1,247 Added 10.84%
12,754 $1.29 Million
Q1 2018

May 15, 2018
BUY
N/A
86 Added 0.75%
11,507 $1.12 Million
Q4 2017

Feb 14, 2018
BUY
N/A
585 Added 5.4%
11,421 $1.12 Million
Q3 2017

Nov 14, 2017
BUY
N/A
7,325 Added 208.63%
10,836 $1.01 Million
Q2 2017

Aug 22, 2017
BUY
N/A
111 Added 3.26%
3,511 $314,000
Q1 2016

Sep 20, 2017
BUY
N/A
3,400
3,400 $260,000

Others Institutions Holding DSI

# of Institutions
533
Shares Held
25.4M
Call Options Held
3K
Put Options Held
400
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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