Wealthfront Advisers LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthfront Advisers LLC

  • $29.7 Billion
  • Q2 2024

A detailed history of Wealthfront Advisers LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthfront Advisers LLC holds 20,409 shares of DSI stock, worth $2.21 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,409
Previous 19,479 4.77%
Holding current value
$2.21 Million
Previous $1.96 Million 7.95%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $87,671 - $97,436
930 Added 4.77%
20,409 $2.12 Million
Q1 2024

Apr 19, 2024
BUY
$89.27 - $100.81 $153,455 - $173,292
1,719 Added 9.68%
19,479 $1.96 Million
Q4 2023

Feb 09, 2024
BUY
$77.74 - $91.23 $48,276 - $56,653
621 Added 3.62%
17,760 $1.62 Million
Q3 2023

Nov 01, 2023
BUY
$80.77 - $87.25 $807 - $872
10 Added 0.06%
17,139 $1.4 Million
Q2 2023

Aug 07, 2023
SELL
$76.24 - $84.24 $73,571 - $81,291
-965 Reduced 5.33%
17,129 $1.44 Million
Q1 2023

Apr 28, 2023
SELL
$71.07 - $79.2 $43,992 - $49,024
-619 Reduced 3.31%
18,094 $1.41 Million
Q4 2022

Feb 10, 2023
SELL
$66.36 - $76.94 $148,049 - $171,653
-2,231 Reduced 10.65%
18,713 $1.34 Million
Q3 2022

Nov 14, 2022
BUY
$66.97 - $81.69 $112,308 - $136,994
1,677 Added 8.7%
20,944 $1.4 Million
Q2 2022

Jul 20, 2022
BUY
$69.6 - $87.62 $166,274 - $209,324
2,389 Added 14.15%
19,267 $1.39 Million
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $651,249 - $765,201
8,198 Added 94.45%
16,878 $1.46 Million
Q4 2021

Jan 21, 2022
BUY
$83.4 - $93.49 $241,026 - $270,186
2,890 Added 49.91%
8,680 $807,000
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $475,764 - $508,419
5,790 New
5,790 $482,000

Others Institutions Holding DSI

# of Institutions
560
Shares Held
26.4M
Call Options Held
3K
Put Options Held
700
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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