Bristlecone Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Bristlecone Advisors, LLC

  • $1.27 Billion
  • Q4 2024

A detailed history of Bristlecone Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Bristlecone Advisors, LLC holds 855 shares of DSI stock, worth $95,760. This represents 0.01% of its overall portfolio holdings.

Number of Shares
855
Previous 621 37.68%
Holding current value
$95,760
Previous $67,000 40.3%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2025
BUY
$107.41 - $115.71 $25,133 - $27,076
234 Added 37.68%
855 $94,000
Q3 2024

Oct 24, 2024
BUY
$97.81 - $108.79 $60,740 - $67,558
621 New
621 $67,000
Q2 2023

Aug 03, 2023
SELL
$76.24 - $84.24 $13,189 - $14,573
-173 Reduced 6.61%
2,443 $205,000
Q1 2023

May 11, 2023
BUY
$71.07 - $79.2 $185,919 - $207,187
2,616 New
2,616 $204,000
Q4 2020

Jan 25, 2021
SELL
$62.23 - $71.54 $59,740 - $68,678
-960 Closed
0 $0
Q3 2020

Oct 20, 2020
BUY
$59.39 - $68.32 $57,014 - $65,587
960 New
960 $123,000
Q4 2017

Jan 30, 2018
SELL
N/A
-945 Closed
0 $0
Q3 2017

Oct 20, 2017
BUY
N/A
945
945 $88,000

Others Institutions Holding DSI

# of Institutions
585
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
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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