Allworth Financial LP Ishares Msci Kld 400 Social Et Transaction History

Allworth Financial LP

  • $22 Billion
  • Q3 2025

A detailed history of Allworth Financial LP transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Allworth Financial LP holds 25,502 shares of DSI stock, worth $3.23 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
25,502
Previous 24,731 3.12%
Holding current value
$3.23 Million
Previous $2.87 Million 11.8%
% of portfolio
0.01%
Previous 0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Dec 02, 2025
BUY
$115.96 - $125.95 $89,405 - $97,107
771 Added 3.12%
25,502 $3.21 Million
Q2 2025

Aug 07, 2025
SELL
$91.62 - $116.16 $4,214 - $5,343
-46 Reduced 0.19%
24,731 $2.87 Million
Q1 2025

Apr 30, 2025
SELL
$101.98 - $115.66 $2,447 - $2,775
-24 Reduced 0.1%
24,777 $2.54 Million
Q4 2024

Jan 30, 2025
BUY
$107.41 - $115.71 $32,115 - $34,597
299 Added 1.22%
24,801 $2.73 Million
Q3 2024

Oct 23, 2024
SELL
$97.81 - $108.79 $30,027 - $33,398
-307 Reduced 1.24%
24,502 $2.67 Million
Q2 2024

Jul 23, 2024
SELL
$94.27 - $104.77 $24,133 - $26,821
-256 Reduced 1.02%
24,809 $2.58 Million
Q1 2024

Apr 25, 2024
SELL
$89.27 - $100.81 $47,491 - $53,630
-532 Reduced 2.08%
25,065 $2.53 Million
Q4 2023

Jan 24, 2024
BUY
$77.74 - $91.23 $265,093 - $311,094
3,410 Added 15.37%
25,597 $2.33 Million
Q3 2023

Oct 31, 2023
SELL
$80.77 - $87.25 $48,542 - $52,437
-601 Reduced 2.64%
22,187 $1.81 Million
Q2 2023

Jul 18, 2023
SELL
$76.24 - $84.24 $121,450 - $134,194
-1,593 Reduced 6.53%
22,788 $1.92 Million
Q1 2023

Apr 18, 2023
BUY
$71.07 - $79.2 $149,602 - $166,716
2,105 Added 9.45%
24,381 $1.9 Million
Q2 2022

Jul 13, 2022
SELL
$69.6 - $87.62 $119,363 - $150,268
-1,715 Reduced 7.15%
22,276 $1.6 Million
Q1 2022

Apr 22, 2022
SELL
$79.44 - $93.34 $323,797 - $380,453
-4,076 Reduced 14.52%
23,991 $2.08 Million
Q4 2021

Jan 21, 2022
SELL
$83.4 - $93.49 $1.22 Million - $1.37 Million
-14,628 Reduced 34.26%
28,067 $2.61 Million
Q3 2021

Nov 02, 2021
BUY
$82.17 - $87.81 $2.87 Million - $3.06 Million
34,901 Added 447.79%
42,695 $3.55 Million
Q1 2021

Apr 29, 2021
SELL
$70.61 - $76.36 $50,133 - $54,215
-710 Reduced 8.35%
7,794 $595,000
Q4 2020

Jan 26, 2021
BUY
$62.23 - $71.54 $529,203 - $608,376
8,504 New
8,504 $608,000

Others Institutions Holding DSI

# of Institutions
642
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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