West Wealth Group, LLC Ishares Msci Kld 400 Social Et Transaction History

West Wealth Group, LLC

  • $332 Million
  • Q4 2024

A detailed history of West Wealth Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, West Wealth Group, LLC holds 5,052 shares of DSI stock, worth $515,202. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,052
Previous 5,187 2.6%
Holding current value
$515,202
Previous $564,000 1.42%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Jan 22, 2025
SELL
$107.41 - $115.71 $14,500 - $15,620
-135 Reduced 2.6%
5,052 $556,000
Q3 2024

Oct 23, 2024
SELL
$97.81 - $108.79 $16,529 - $18,385
-169 Reduced 3.16%
5,187 $564,000
Q2 2024

Aug 01, 2024
SELL
$94.27 - $104.77 $13,386 - $14,877
-142 Reduced 2.58%
5,356 $556,000
Q1 2024

May 08, 2024
SELL
$89.27 - $100.81 $24,459 - $27,621
-274 Reduced 4.75%
5,498 $554,000
Q4 2023

Jan 18, 2024
BUY
$77.74 - $91.23 $79,916 - $93,784
1,028 Added 21.67%
5,772 $525,000
Q3 2023

Oct 06, 2023
SELL
$80.77 - $87.25 $6,057 - $6,543
-75 Reduced 1.56%
4,744 $386,000
Q2 2023

Jul 26, 2023
BUY
$76.24 - $84.24 $2,134 - $2,358
28 Added 0.58%
4,819 $405,000
Q1 2023

Apr 06, 2023
SELL
$71.07 - $79.2 $97,223 - $108,345
-1,368 Reduced 22.21%
4,791 $373,000
Q4 2022

Jan 23, 2023
SELL
$66.36 - $76.94 $6,901 - $8,001
-104 Reduced 1.66%
6,159 $0
Q3 2022

Oct 21, 2022
BUY
$66.97 - $81.69 $15,804 - $19,278
236 Added 3.92%
6,263 $419,000
Q2 2022

Jul 27, 2022
BUY
$69.6 - $87.62 $60,343 - $75,966
867 Added 16.8%
6,027 $433,000
Q1 2022

May 05, 2022
SELL
$79.44 - $93.34 $104,066 - $122,275
-1,310 Reduced 20.25%
5,160 $447,000
Q4 2021

May 05, 2022
BUY
$83.4 - $93.49 $539,598 - $604,880
6,470 New
6,470 $601,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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