Bip Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Bip Wealth, LLC

$1.49 Trillion
Q4 2024

A detailed history of Bip Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bip Wealth, LLC holds 7,105 shares of DSI stock, worth $787,944. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,105

Previous 7,105 -0.0%

Holding current value

$787,944

Previous $773 Million 1.34%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$97.81 - $108.79 $425,473 - $473,236	4,350 Added 157.89%	7,105 $773 Million
Q2 2024 Aug 08, 2024	SELL	$94.27 - $104.77 $410,074 - $455,749	-4,350 Reduced 61.22%	2,755 $286 Million
Q1 2024 May 08, 2024	BUY	$89.27 - $100.81 $245,938 - $277,731	2,755 Added 63.33%	7,105 $716 Million
Q4 2023 Feb 02, 2024	BUY	$77.74 - $91.23 $338,169 - $396,850	4,350 New	4,350 $396 Million
Q2 2023 Jul 27, 2023	BUY	$76.24 - $84.24 $3,811 - $4,212	50 Added 1.13%	4,490 $378 Million
Q1 2023 May 10, 2023	BUY	$71.07 - $79.2 $315,550 - $351,648	4,440 New	4,440 $346 Million

Others Institutions Holding DSI

# of Institutions

612

Shares Held

28M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

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

News

Stay updated on Bip Wealth, LLC with notifications on news.

Account