Wealthspan Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthspan Partners, LLC

  • $204 Million
  • Q4 2024

A detailed history of Wealthspan Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthspan Partners, LLC holds 2,143 shares of DSI stock, worth $237,980. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,143
Previous 2,138 0.23%
Holding current value
$237,980
Previous $232,000 1.72%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$107.41 - $115.71 $537 - $578
5 Added 0.23%
2,143 $236,000
Q3 2024

Nov 04, 2024
BUY
$97.81 - $108.79 $489 - $543
5 Added 0.23%
2,138 $232,000
Q2 2024

Jul 19, 2024
BUY
$94.27 - $104.77 $282 - $314
3 Added 0.14%
2,133 $221,000
Q1 2024

Apr 29, 2024
BUY
$89.27 - $100.81 $190,145 - $214,725
2,130 New
2,130 $214,000

Others Institutions Holding DSI

# of Institutions
593
Shares Held
26.5M
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
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