Westside Investment Management, Inc. Ishares Msci Kld 400 Social Et Transaction History

Westside Investment Management, Inc.

  • $475 Billion
  • Q4 2024

A detailed history of Westside Investment Management, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Westside Investment Management, Inc. holds 1,355 shares of DSI stock, worth $151,529. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,355
Previous 1,355 -0.0%
Holding current value
$151,529
Previous $147 Million 1.34%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 20, 2024
SELL
$97.81 - $108.79 $48,415 - $53,851
-495 Reduced 26.76%
1,355 $147 Million
Q1 2023

May 17, 2023
BUY
$71.07 - $79.2 $21,320 - $23,760
300 Added 19.35%
1,850 $144 Million
Q4 2020

Jan 15, 2021
BUY
$62.23 - $71.54 $46,672 - $53,655
750 Added 93.75%
1,550 $0
Q4 2018

Feb 05, 2019
BUY
N/A
800 New
800 $0
Q3 2018

Nov 08, 2018
SELL
N/A
-800 Closed
0 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-499 Reduced 38.41%
800 $0
Q2 2017

Aug 15, 2017
BUY
N/A
1,299
1,299 $0

Others Institutions Holding DSI

# of Institutions
592
Shares Held
26.4M
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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