White Lighthouse Investment Management Inc. Ishares Msci Kld 400 Social Et Transaction History

White Lighthouse Investment Management Inc.

  • $518 Million
  • Q2 2024

A detailed history of White Lighthouse Investment Management Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 15,406 shares of DSI stock, worth $1.64 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
15,406
Previous 17,095 9.88%
Holding current value
$1.64 Million
Previous $1.72 Million 7.2%
% of portfolio
0.31%
Previous 0.35%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 15, 2024
SELL
$94.27 - $104.77 $159,222 - $176,956
-1,689 Reduced 9.88%
15,406 $1.6 Million
Q1 2024

May 07, 2024
SELL
$89.27 - $100.81 $25,441 - $28,730
-285 Reduced 1.64%
17,095 $1.72 Million
Q4 2023

Jan 23, 2024
SELL
$77.74 - $91.23 $24,565 - $28,828
-316 Reduced 1.79%
17,380 $1.58 Million
Q3 2023

Oct 18, 2023
BUY
$80.77 - $87.25 $7,269 - $7,852
90 Added 0.51%
17,696 $1.44 Million
Q2 2023

Aug 07, 2023
SELL
$76.24 - $84.24 $57,713 - $63,769
-757 Reduced 4.12%
17,606 $1.48 Million
Q1 2023

Apr 20, 2023
BUY
$71.07 - $79.2 $157,491 - $175,507
2,216 Added 13.72%
18,363 $1.43 Million
Q4 2022

Jan 24, 2023
SELL
$69.01 - $76.94 $42,648 - $47,548
-618 Reduced 3.69%
16,147 $0
Q3 2022

Oct 18, 2022
BUY
N/A
135 Added 0.81%
16,765 $1.12 Million
Q2 2022

Jul 20, 2022
BUY
N/A
521 Added 3.23%
16,630 $1.2 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-957 Reduced 5.61%
16,109 $1.4 Million
Q4 2021

Jan 12, 2022
SELL
N/A
-208 Reduced 1.2%
17,066 $1.59 Million
Q3 2021

Oct 20, 2021
BUY
N/A
834 Added 5.07%
17,274 $1.44 Million
Q2 2021

Jul 26, 2021
BUY
N/A
2,458 Added 17.58%
16,440 $1.36 Million
Q1 2021

May 07, 2021
BUY
N/A
794 Added 6.02%
13,982 $1.07 Million
Q4 2020

Feb 03, 2021
BUY
N/A
5,634 Added 74.58%
13,188 $943,000
Q3 2020

Oct 15, 2020
SELL
N/A
-824 Reduced 9.84%
7,554 $967,000
Q2 2020

Jul 23, 2020
BUY
N/A
805 Added 10.63%
8,378 $989,000
Q1 2020

Apr 07, 2020
BUY
N/A
4,765 Added 169.69%
7,573 $738,000
Q4 2019

Jan 24, 2020
BUY
N/A
23 Added 0.83%
2,808 $337,000
Q2 2019

Jul 31, 2019
BUY
N/A
2,785 New
2,785 $305,000

Others Institutions Holding DSI

# of Institutions
536
Shares Held
25.5M
Call Options Held
3K
Put Options Held
400
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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