West Financial Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, West Financial Advisors, LLC holds 4,872 shares of DSI stock, worth $548,587. This represents 0.1% of its overall portfolio holdings.

Number of Shares
4,872
Previous 5,054 3.6%
Holding current value
$548,587
Previous $524,000 1.15%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 08, 2024
SELL
$97.81 - $108.79 $17,801 - $19,799
-182 Reduced 3.6%
4,872 $530,000
Q2 2024

Jul 15, 2024
BUY
$94.27 - $104.77 $34,314 - $38,136
364 Added 7.76%
5,054 $524,000
Q1 2024

Apr 11, 2024
SELL
$89.27 - $100.81 $1,339 - $1,512
-15 Reduced 0.32%
4,690 $472,000
Q4 2023

Jan 11, 2024
SELL
$77.74 - $91.23 $131,536 - $154,361
-1,692 Reduced 26.45%
4,705 $428,000
Q2 2023

Jul 07, 2023
SELL
$76.24 - $84.24 $2,973 - $3,285
-39 Reduced 0.61%
6,397 $538,000
Q1 2023

Apr 18, 2023
SELL
$71.07 - $79.2 $8,741 - $9,741
-123 Reduced 1.88%
6,436 $501,000
Q3 2022

Oct 11, 2022
BUY
$66.97 - $81.69 $7,299 - $8,904
109 Added 1.69%
6,559 $439,000
Q1 2022

Apr 18, 2022
BUY
$79.44 - $93.34 $1,191 - $1,400
15 Added 0.23%
6,450 $559,000
Q4 2021

Jan 19, 2022
SELL
$83.4 - $93.49 $22,601 - $25,335
-271 Reduced 4.04%
6,435 $598,000
Q3 2021

Oct 13, 2021
BUY
$82.17 - $87.81 $91,783 - $98,083
1,117 Added 19.99%
6,706 $558,000
Q2 2021

Jul 27, 2021
BUY
$77.33 - $82.83 $79,804 - $85,480
1,032 Added 22.65%
5,589 $463,000
Q4 2020

Feb 22, 2021
BUY
$62.23 - $71.54 $140,079 - $161,036
2,251 Added 97.61%
4,557 $326,000
Q4 2020

Feb 02, 2021
BUY
$62.23 - $71.54 $143,502 - $164,971
2,306 New
2,306 $272 Million

Others Institutions Holding DSI

# of Institutions
572
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
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