1900 Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

1900 Wealth Management LLC

$1.45 Billion
Q4 2025

A detailed history of 1900 Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, 1900 Wealth Management LLC holds 1,663 shares of DSI stock, worth $210,851. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,663

Previous 1,663 -0.0%

Holding current value

$210,851

Previous $209,000 0.48%

% of portfolio

0.01%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$115.96 - $125.95 $192,841 - $209,454	1,663 New	1,663 $209,000
Q1 2023 May 02, 2023	SELL	$71.07 - $79.2 $7,675 - $8,553	-108 Reduced 0.83%	12,910 $1.01 Million
Q4 2022 Feb 06, 2023	BUY	$66.36 - $76.94 $1,061 - $1,231	16 Added 0.12%	13,018 $934,000
Q2 2022 Aug 01, 2022	SELL	$69.6 - $87.62 $346,886 - $436,698	-4,984 Reduced 27.71%	13,002 $935,000
Q1 2022 Apr 27, 2022	SELL	$79.44 - $93.34 $11,518 - $13,534	-145 Reduced 0.8%	17,986 $1.56 Million

Q2 2021 Jul 20, 2021	SELL	$77.33 - $82.83 $10,748 - $11,513	-139 Reduced 0.76%	18,131 $1.5 Million
Q1 2021 Apr 26, 2021	SELL	$70.61 - $76.36 $9,673 - $10,461	-137 Reduced 0.74%	18,270 $1.4 Million
Q4 2020 Feb 05, 2021	BUY	$62.23 - $71.54 $1.15 Million - $1.32 Million	18,407 New	18,407 $1.32 Million

Others Institutions Holding DSI

# of Institutions

655

Shares Held

24.6M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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1900 Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History