Apollon Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Apollon Wealth Management, LLC

  • $4.22 Billion
  • Q4 2024

A detailed history of Apollon Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 8,989 shares of DSI stock, worth $998,228. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,989
Previous 9,719 7.51%
Holding current value
$998,228
Previous $1.06 Million 6.24%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jan 28, 2025
SELL
$107.41 - $115.71 $78,409 - $84,468
-730 Reduced 7.51%
8,989 $991,000
Q3 2024

Nov 04, 2024
BUY
$97.81 - $108.79 $3,716 - $4,134
38 Added 0.39%
9,719 $1.06 Million
Q2 2024

Jul 19, 2024
SELL
$94.27 - $104.77 $423,178 - $470,312
-4,489 Reduced 31.68%
9,681 $1.01 Million
Q1 2024

May 02, 2024
SELL
$89.27 - $100.81 $14,997 - $16,936
-168 Reduced 1.17%
14,170 $1.43 Million
Q4 2023

Feb 06, 2024
BUY
$77.74 - $91.23 $353,328 - $414,640
4,545 Added 46.41%
14,338 $1.31 Million
Q3 2023

Nov 14, 2023
SELL
$80.77 - $87.25 $17,123 - $18,497
-212 Reduced 2.12%
9,793 $797,000
Q2 2023

Aug 04, 2023
BUY
$76.24 - $84.24 $260,588 - $287,932
3,418 Added 51.89%
10,005 $842,000
Q1 2023

May 15, 2023
BUY
$71.07 - $79.2 $201,341 - $224,373
2,833 Added 75.47%
6,587 $513,000
Q4 2022

Feb 15, 2023
BUY
$66.36 - $76.94 $249,115 - $288,832
3,754 New
3,754 $269,000

Others Institutions Holding DSI

# of Institutions
593
Shares Held
26.5M
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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