Adviser Investments LLC Ishares Msci Kld 400 Social Et Transaction History

Adviser Investments LLC

  • $8.03 Billion
  • Q4 2024

A detailed history of Adviser Investments LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Adviser Investments LLC holds 9,005 shares of DSI stock, worth $998,294. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,005
Previous 8,612 4.56%
Holding current value
$998,294
Previous $936,000 5.98%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$107.41 - $115.71 $42,212 - $45,474
393 Added 4.56%
9,005 $992,000
Q3 2024

Nov 08, 2024
BUY
$97.81 - $108.79 $18,877 - $20,996
193 Added 2.29%
8,612 $936,000
Q2 2024

Aug 12, 2024
BUY
$94.27 - $104.77 $86,728 - $96,388
920 Added 12.27%
8,419 $874,000
Q1 2024

Apr 29, 2024
SELL
$89.27 - $100.81 $69,184 - $78,127
-775 Reduced 9.37%
7,499 $755,000
Q4 2023

Feb 01, 2024
BUY
$77.74 - $91.23 $643,220 - $754,837
8,274 New
8,274 $753,000
Q4 2020

Jan 26, 2021
SELL
$62.23 - $71.54 $967,427 - $1.11 Million
-15,546 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$59.39 - $68.32 $3,741 - $4,304
63 Added 0.41%
15,546 $1.99 Million
Q2 2020

Aug 03, 2020
BUY
$46.66 - $61.22 $15,817 - $20,753
339 Added 2.24%
15,483 $1.83 Million
Q1 2020

Apr 08, 2020
BUY
$42.17 - $63.99 $27,368 - $41,529
649 Added 4.48%
15,144 $1.48 Million
Q4 2019

Feb 07, 2020
BUY
$53.71 - $60.35 $243,574 - $273,687
4,535 Added 45.53%
14,495 $1.74 Million
Q3 2019

Nov 13, 2019
BUY
$55.16 - $56.18 $17,927 - $18,258
325 Added 3.37%
9,960 $1.11 Million
Q2 2019

Aug 12, 2019
BUY
N/A
5,236 Added 119.03%
9,635 $1.05 Million
Q1 2019

May 07, 2019
BUY
N/A
4,399 New
4,399 $464,000
Q3 2018

Nov 14, 2018
SELL
N/A
-581 Closed
0 $0
Q1 2018

May 14, 2018
BUY
N/A
581 New
581 $57,000

Others Institutions Holding DSI

# of Institutions
600
Shares Held
27.3M
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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