Wealthspire Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 38,209 shares of DSI stock, worth $4.31 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
38,209
Previous 39,343 2.88%
Holding current value
$4.31 Million
Previous $4.09 Million 1.74%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Nov 13, 2024
SELL
$97.81 - $108.79 $110,916 - $123,367
-1,134 Reduced 2.88%
38,209 $4.16 Million
Q2 2024

Aug 08, 2024
BUY
$94.27 - $104.77 $153,283 - $170,356
1,626 Added 4.31%
39,343 $4.09 Million
Q1 2024

May 06, 2024
SELL
$89.27 - $100.81 $162,471 - $183,474
-1,820 Reduced 4.6%
37,717 $3.8 Million
Q4 2023

Feb 06, 2024
SELL
$77.74 - $91.23 $38,714 - $45,432
-498 Reduced 1.24%
39,537 $3.6 Million
Q3 2023

Nov 06, 2023
BUY
$80.77 - $87.25 $112,754 - $121,801
1,396 Added 3.61%
40,035 $3.26 Million
Q2 2023

Jul 31, 2023
BUY
$76.24 - $84.24 $221,019 - $244,211
2,899 Added 8.11%
38,639 $3.25 Million
Q1 2023

May 09, 2023
SELL
$71.07 - $79.2 $269,923 - $300,801
-3,798 Reduced 9.61%
35,740 $2.79 Million
Q4 2022

Feb 13, 2023
BUY
$66.36 - $76.94 $180,366 - $209,122
2,718 Added 7.38%
39,538 $2.84 Million
Q3 2022

Nov 14, 2022
BUY
$66.97 - $81.69 $223,077 - $272,109
3,331 Added 9.95%
36,820 $2.47 Million
Q2 2022

Aug 09, 2022
BUY
$69.6 - $87.62 $611,784 - $770,179
8,790 Added 35.59%
33,489 $2.41 Million
Q1 2022

May 09, 2022
BUY
$79.44 - $93.34 $89,131 - $104,727
1,122 Added 4.76%
24,699 $2.14 Million
Q4 2021

Feb 14, 2022
SELL
$83.4 - $93.49 $579,546 - $649,662
-6,949 Reduced 22.76%
23,577 $2.19 Million
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $489,075 - $522,645
5,952 Added 24.22%
30,526 $2.54 Million
Q2 2021

Aug 13, 2021
SELL
$77.33 - $82.83 $48,872 - $52,348
-632 Reduced 2.51%
24,574 $2.04 Million
Q1 2021

May 17, 2021
BUY
$70.61 - $76.36 $5,083 - $5,497
72 Added 0.29%
25,206 $1.93 Million
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $1.56 Million - $1.8 Million
25,134 New
25,134 $1.8 Million
Q2 2020

Aug 14, 2020
SELL
$46.66 - $61.22 $639,801 - $839,448
-13,712 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$42.17 - $63.99 $578,235 - $877,430
13,712 New
13,712 $1.34 Million

Others Institutions Holding DSI

# of Institutions
578
Shares Held
26.1M
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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