Beacon Pointe Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 98,937 shares of DSI stock, worth $12.5 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
98,937
Previous 88,426 11.89%
Holding current value
$12.5 Million
Previous $10.3 Million 21.32%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Nov 13, 2025
BUY
$115.96 - $125.95 $1.22 Million - $1.32 Million
10,511 Added 11.89%
98,937 $12.5 Million
Q2 2025

Aug 13, 2025
BUY
$91.62 - $116.16 $390,209 - $494,725
4,259 Added 5.06%
88,426 $10.3 Million
Q1 2025

May 13, 2025
BUY
$101.98 - $115.66 $1.28 Million - $1.45 Million
12,506 Added 17.45%
84,167 $8.62 Million
Q4 2024

Feb 14, 2025
SELL
$107.41 - $115.71 $978,075 - $1.05 Million
-9,106 Reduced 11.27%
71,661 $7.9 Million
Q3 2024

Nov 14, 2024
SELL
$97.81 - $108.79 $166,570 - $185,269
-1,703 Reduced 2.06%
80,767 $8.79 Million
Q2 2024

Aug 12, 2024
SELL
$94.27 - $104.77 $467,202 - $519,240
-4,956 Reduced 5.67%
82,470 $8.56 Million
Q1 2024

May 14, 2024
BUY
$89.27 - $100.81 $3.12 Million - $3.52 Million
34,964 Added 66.65%
87,426 $8.81 Million
Q4 2023

Feb 08, 2024
BUY
$77.74 - $91.23 $2.38 Million - $2.8 Million
30,645 Added 140.46%
52,462 $4.78 Million
Q3 2023

Nov 14, 2023
BUY
$80.77 - $87.25 $1.76 Million - $1.9 Million
21,817 New
21,817 $1.78 Million
Q1 2023

May 12, 2023
BUY
$71.07 - $79.2 $844,382 - $940,975
11,881 New
11,881 $926,000
Q2 2022

Aug 11, 2022
SELL
$69.6 - $87.62 $208,173 - $262,071
-2,991 Closed
0 $0
Q1 2022

May 17, 2022
BUY
$79.44 - $93.34 $237,605 - $279,179
2,991 New
2,991 $259,000

Others Institutions Holding DSI

# of Institutions
647
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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