A detailed history of Big Sur Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 20,000 shares of DSI stock, worth $2.26 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
20,000
Previous 20,000 -0.0%
Holding current value
$2.26 Million
Previous $2.08 Million 4.72%
% of portfolio
0.61%
Previous 0.65%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

SELL
$76.24 - $84.24 $1.52 Million - $1.68 Million
-20,000 Reduced 50.0%
20,000 $1.68 Million
Q4 2020

Jan 22, 2021

BUY
$62.23 - $71.54 $1.24 Million - $1.43 Million
20,000 Added 100.0%
40,000 $2.86 Million
Q2 2020

Jul 31, 2020

BUY
$46.66 - $61.22 $933,199 - $1.22 Million
20,000 New
20,000 $2.36 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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