Buckingham Strategic Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Buckingham Strategic Wealth, LLC

  • $8.98 Billion
  • Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 14,172 shares of DSI stock, worth $1.46 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,172
Previous 12,964 9.32%
Holding current value
$1.46 Million
Previous $1.31 Million 12.63%
% of portfolio
0.02%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$94.27 - $104.77 $113,878 - $126,562
1,208 Added 9.32%
14,172 $1.47 Million
Q1 2024

May 09, 2024
BUY
$89.27 - $100.81 $267 - $302
3 Added 0.02%
12,964 $1.31 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $211,141 - $247,780
2,716 Added 26.51%
12,961 $1.18 Million
Q2 2023

Aug 11, 2023
SELL
$76.24 - $84.24 $26,379 - $29,147
-346 Reduced 3.27%
10,245 $862,000
Q4 2022

Feb 13, 2023
SELL
$66.36 - $76.94 $779,530 - $903,814
-11,747 Reduced 52.59%
10,591 $760,000
Q3 2022

Nov 07, 2022
BUY
$66.97 - $81.69 $4,553 - $5,554
68 Added 0.31%
22,338 $1.5 Million
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $535,293 - $673,885
7,691 Added 52.75%
22,270 $1.6 Million
Q1 2022

May 10, 2022
BUY
$79.44 - $93.34 $807,507 - $948,801
10,165 Added 230.29%
14,579 $1.26 Million
Q4 2021

Feb 09, 2022
BUY
$83.4 - $93.49 $157,876 - $176,976
1,893 Added 75.09%
4,414 $410,000
Q2 2021

Aug 06, 2021
SELL
$77.33 - $82.83 $628,770 - $673,490
-8,131 Reduced 76.33%
2,521 $209,000
Q1 2021

Apr 30, 2021
SELL
$70.61 - $76.36 $352,273 - $380,960
-4,989 Reduced 31.9%
10,652 $813,000
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $428,266 - $492,338
6,882 Added 78.57%
15,641 $1.12 Million
Q2 2020

Aug 03, 2020
SELL
$46.66 - $61.22 $233 - $306
-5 Reduced 0.06%
8,759 $1.03 Million
Q4 2019

Feb 04, 2020
BUY
$53.71 - $60.35 $8,163 - $9,173
152 Added 1.76%
8,764 $1.05 Million
Q3 2019

Nov 12, 2019
SELL
$55.16 - $56.18 $992 - $1,011
-18 Reduced 0.21%
8,612 $955,000
Q2 2019

Aug 05, 2019
BUY
N/A
2 Added 0.02%
8,630 $944,000
Q1 2019

May 02, 2019
BUY
N/A
2,452 Added 39.7%
8,628 $910,000
Q4 2018

Feb 11, 2019
BUY
N/A
6,176 New
6,176 $574,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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