Willow Creek Wealth Management Inc. Ishares Msci Kld 400 Social Et Transaction History

Willow Creek Wealth Management Inc.

  • $782 Million
  • Q4 2023

A detailed history of Willow Creek Wealth Management Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Willow Creek Wealth Management Inc. holds 7,331 shares of DSI stock, worth $818,506. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,331
Previous 7,460 1.73%
Holding current value
$818,506
Previous $607,000 9.88%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Apr 01, 2024
SELL
$77.74 - $91.23 $10,028 - $11,768
-129 Reduced 1.73%
7,331 $667,000
Q2 2023

Aug 28, 2023
SELL
$76.24 - $84.24 $152 - $168
-2 Reduced 0.03%
7,460 $627,000
Q1 2023

Apr 24, 2023
SELL
$71.07 - $79.2 $7,249 - $8,078
-102 Reduced 1.35%
7,462 $581,000
Q4 2021

Mar 24, 2022
SELL
$83.4 - $93.49 $7,672 - $8,601
-92 Reduced 1.2%
7,564 $703,000
Q2 2021

Nov 16, 2021
SELL
$77.33 - $82.83 $4,175 - $4,472
-54 Reduced 0.7%
7,656 $634,000
Q1 2021

May 17, 2021
SELL
$70.61 - $76.36 $13,557 - $14,661
-192 Reduced 2.43%
7,710 $589,000
Q4 2020

Feb 23, 2021
BUY
$62.23 - $71.54 $245,870 - $282,654
3,951 Added 100.0%
7,902 $565,000
Q3 2020

Nov 12, 2020
SELL
$59.39 - $68.32 $16,213 - $18,651
-273 Reduced 6.46%
3,951 $506,000
Q2 2020

Aug 11, 2020
SELL
$46.66 - $61.22 $373 - $489
-8 Reduced 0.19%
4,224 $499,000
Q1 2020

May 07, 2020
SELL
$42.17 - $63.99 $7,801 - $11,838
-185 Reduced 4.19%
4,232 $412,000
Q3 2019

Oct 15, 2019
SELL
$55.16 - $56.18 $1,379 - $1,404
-25 Reduced 0.56%
4,417 $490,000
Q2 2019

Jul 22, 2019
BUY
N/A
4,442 New
4,442 $486,000

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
Track This Portfolio

Track Willow Creek Wealth Management Inc. Portfolio

Follow Willow Creek Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Willow Creek Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Willow Creek Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email