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

Wealth Shield Partners, LLC

  • $721 Million
  • Q3 2024

A detailed history of Wealth Shield Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Shield Partners, LLC holds 6,404 shares of DSI stock, worth $729,735. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,404
Previous 6,504 1.54%
Holding current value
$729,735
Previous $675,000 3.11%
% of portfolio
0.1%
Previous 0.11%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
SELL
$97.81 - $108.79 $9,781 - $10,879
-100 Reduced 1.54%
6,404 $696,000
Q2 2024

Jul 26, 2024
SELL
$94.27 - $104.77 $39,310 - $43,689
-417 Reduced 6.03%
6,504 $675,000
Q1 2024

Apr 29, 2024
SELL
$89.27 - $100.81 $4,820 - $5,443
-54 Reduced 0.77%
6,921 $697,000
Q4 2023

Jan 23, 2024
SELL
$77.74 - $91.23 $24,021 - $28,190
-309 Reduced 4.24%
6,975 $635,000
Q3 2023

Oct 25, 2023
SELL
$80.77 - $87.25 $20,757 - $22,423
-257 Reduced 3.41%
7,284 $592,000
Q2 2023

Aug 03, 2023
BUY
$76.24 - $84.24 $23,024 - $25,440
302 Added 4.17%
7,541 $634,000
Q1 2023

May 08, 2023
SELL
$71.07 - $79.2 $3,979 - $4,435
-56 Reduced 0.77%
7,239 $564,000
Q4 2022

Feb 13, 2023
SELL
$66.36 - $76.94 $8,162 - $9,463
-123 Reduced 1.66%
7,295 $523,000
Q2 2022

Aug 11, 2022
BUY
$69.6 - $87.62 $13,293 - $16,735
191 Added 2.64%
7,418 $533,000
Q1 2022

May 09, 2022
SELL
$79.44 - $93.34 $412,770 - $484,994
-5,196 Reduced 41.83%
7,227 $626,000
Q4 2021

Feb 10, 2022
BUY
$83.4 - $93.49 $1.04 Million - $1.16 Million
12,423 New
12,423 $1.15 Million
Q3 2021

Nov 12, 2021
SELL
$82.17 - $87.81 $22,925 - $24,498
-279 Closed
0 $0
Q2 2021

Aug 06, 2021
SELL
$77.33 - $82.83 $18,095 - $19,382
-234 Reduced 45.61%
279 $23,000
Q1 2021

May 17, 2021
BUY
$70.61 - $76.36 $36,222 - $39,172
513 New
513 $39,000
Q4 2020

Feb 16, 2021
SELL
$62.23 - $71.54 $14,063 - $16,168
-226 Closed
0 $0
Q2 2020

Aug 13, 2020
BUY
$46.66 - $61.22 $4,945 - $6,489
106 Added 88.33%
226 $27,000
Q1 2020

May 12, 2020
BUY
$42.17 - $63.99 $5,060 - $7,678
120 New
120 $12,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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 Shield Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email