Ima Wealth, Inc. Ishares Msci Kld 400 Social Et Transaction History

Ima Wealth, Inc.

$829 Million
Q4 2024

A detailed history of Ima Wealth, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ima Wealth, Inc. holds 851,724 shares of DSI stock, worth $94.5 Million. This represents 11.32% of its overall portfolio holdings.

Number of Shares

851,724

Holding current value

$94.5 Million

% of portfolio

11.32%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$107.41 - $115.71 $91.5 Million - $98.6 Million	851,724 New	851,724 $93.9 Million

Others Institutions Holding DSI

# of Institutions

612

Shares Held

28M

Call Options Held

3.1K

Put Options Held

1.6K

Morgan Stanley New York, NY

4.75M
Shares

$527 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.02M
Shares

$224 Million
0.07% of portfolio
Bank Of America Corp Charlotte, NC

1.69M
Shares

$188 Million
0.02% of portfolio
Jpmorgan Chase & CO New York, NY

1.39M
Shares

$154 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.01M
Shares

$112 Million
0.05% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

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