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

West Wealth Group, LLC

$268 Million
Q1 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 5,498 shares of DSI stock, worth $581,413. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,498

Previous 5,772 4.75%

Holding current value

$581,413

Previous $525,000 5.52%

% of portfolio

0.21%

Previous 0.21%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$69.01 - $76.94 $7,177 - $8,001	-104 Reduced 1.66%	6,159 $0
Q3 2022 Oct 21, 2022	BUY	N/A	236 Added 3.92%	6,263 $419,000
Q2 2022 Jul 27, 2022	BUY	N/A	867 Added 16.8%	6,027 $433,000
Q1 2022 May 05, 2022	SELL	N/A	-1,310 Reduced 20.25%	5,160 $447,000
Q4 2021 May 05, 2022	BUY	N/A	6,470 New	6,470 $601,000

Others Institutions Holding DSI

# of Institutions

530

Shares Held

25.4M

Call Options Held

Put Options Held

400

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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