Wilson & Boucher Capital Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Wilson & Boucher Capital Management, LLC

  • $145 Billion
  • Q3 2024

A detailed history of Wilson & Boucher Capital Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wilson & Boucher Capital Management, LLC holds 2,800 shares of DSI stock, worth $318,108. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,800
Previous 2,800 -0.0%
Holding current value
$318,108
Previous $291 Million 4.76%
% of portfolio
0.21%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $2,678 - $3,024
30 Added 1.08%
2,800 $282 Million
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $196,863 - $219,384
2,770 New
2,770 $216 Million
Q2 2022

Jul 15, 2022
SELL
$69.6 - $87.62 $192,791 - $242,707
-2,770 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $231,018 - $258,967
2,770 New
2,770 $257,000

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
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