Bartlett & Co. Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Bartlett & Co. Wealth Management LLC

  • $7.34 Billion
  • Q3 2025

A detailed history of Bartlett & Co. Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bartlett & Co. Wealth Management LLC holds 5,763 shares of DSI stock, worth $730,690. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,763
Previous 5,763 -0.0%
Holding current value
$730,690
Previous $669 Million 99.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 17, 2025
SELL
$107.41 - $115.71 $19,118 - $20,596
-178 Reduced 3.0%
5,763 $635 Million
Q3 2024

Oct 17, 2024
BUY
$97.81 - $108.79 $46,753 - $52,001
478 Added 8.75%
5,941 $646 Million
Q1 2024

May 09, 2024
BUY
$89.27 - $100.81 $22,317 - $25,202
250 Added 4.8%
5,463 $551 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $10,883 - $12,772
140 Added 2.76%
5,213 $476 Million
Q3 2021

Feb 13, 2024
SELL
$82.17 - $87.81 $24,651 - $26,343
-300 Reduced 5.58%
5,073 $422 Million
Q1 2021

Feb 13, 2024
SELL
$70.61 - $76.36 $58,959 - $63,760
-835 Reduced 13.45%
5,373 $410 Million
Q4 2020

Feb 13, 2024
BUY
$62.23 - $71.54 $214,693 - $246,813
3,450 Added 125.09%
6,208 $444 Million
Q1 2020

Feb 13, 2024
SELL
$42.17 - $63.99 $6,325 - $9,598
-150 Reduced 5.16%
2,758 $269 Million
Q3 2019

Feb 13, 2024
BUY
$55.16 - $56.18 $160,405 - $163,371
2,908 New
2,908 $323 Million

Others Institutions Holding DSI

# of Institutions
643
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
Track This Portfolio

Track Bartlett & Co. Wealth Management LLC Portfolio

Follow Bartlett & Co. Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bartlett & Co. Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bartlett & Co. Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email