Zhang Financial LLC Ishares Msci Kld 400 Social Et Transaction History

Zhang Financial LLC

$1.57 Billion
Q3 2024

A detailed history of Zhang Financial LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Zhang Financial LLC holds 7,054 shares of DSI stock, worth $803,803. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,054

Holding current value

$803,803

% of portfolio

0.05%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 15, 2024	BUY	$97.81 - $108.79 $689,951 - $767,404	7,054 New	7,054 $767,000

Others Institutions Holding DSI

# of Institutions

574

Shares Held

26M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$555 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$249 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$178 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$174 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$112 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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