Bradley & Co. Private Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Bradley & Co. Private Wealth Management, LLC

  • $178 Million
  • Q3 2025

A detailed history of Bradley & Co. Private Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bradley & Co. Private Wealth Management, LLC holds 2,871 shares of DSI stock, worth $364,014. This represents 0.2% of its overall portfolio holdings.

Number of Shares
2,871
Previous 2,881 0.35%
Holding current value
$364,014
Previous $334,000 8.08%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Nov 12, 2025
SELL
$115.96 - $125.95 $1,159 - $1,259
-10 Reduced 0.35%
2,871 $361,000
Q1 2025

May 01, 2025
SELL
$101.98 - $115.66 $2,855 - $3,238
-28 Reduced 0.96%
2,881 $295,000
Q4 2024

Feb 04, 2025
BUY
$107.41 - $115.71 $26,315 - $28,348
245 Added 9.2%
2,909 $320,000
Q2 2024

Jul 31, 2024
BUY
$94.27 - $104.77 $203,434 - $226,093
2,158 Added 426.48%
2,664 $276,000
Q1 2021

May 12, 2021
BUY
$70.61 - $76.36 $35,728 - $38,638
506 New
506 $39,000

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
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