Wealthfront Advisers LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthfront Advisers LLC

$38.2 Billion
Q2 2025

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 20,423 shares of DSI stock, worth $2.44 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

20,423

Previous 20,511 0.43%

Holding current value

$2.44 Million

Previous $2.1 Million 12.95%

% of portfolio

0.01%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 31, 2025	SELL	$91.62 - $116.16 $8,062 - $10,222	-88 Reduced 0.43%	20,423 $2.37 Million
Q1 2025 May 02, 2025	SELL	$101.98 - $115.66 $527,746 - $598,540	-5,175 Reduced 20.15%	20,511 $2.1 Million
Q4 2024 Apr 01, 2025	BUY	$107.41 - $115.71 $2.76 Million - $2.97 Million	25,686 New	25,686 $2.83 Million
Q3 2024 Nov 12, 2024	BUY	$97.81 - $108.79 $34,331 - $38,185	351 Added 1.72%	20,760 $2.26 Million
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

623

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Wealthfront Advisers LLC Ishares Msci Kld 400 Social Et Transaction History