Clearstead Trust, LLC Ishares Msci Kld 400 Social Et Transaction History

Clearstead Trust, LLC

  • $414 Million
  • Q4 2024

A detailed history of Clearstead Trust, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Clearstead Trust, LLC holds 1,877 shares of DSI stock, worth $208,084. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,877
Previous 1,877 -0.0%
Holding current value
$208,084
Previous $204,000 0.98%
% of portfolio
0.05%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Aug 12, 2021
BUY
$77.33 - $82.83 $145,148 - $155,471
1,877 New
1,877 $155,000
Q1 2021

Apr 30, 2021
SELL
$70.61 - $76.36 $134,723 - $145,694
-1,908 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $70,693 - $81,269
1,136 Added 147.15%
1,908 $136,000
Q1 2019

May 13, 2019
SELL
N/A
-42 Reduced 5.16%
772 $82,000
Q4 2018

Feb 13, 2019
SELL
N/A
-71 Reduced 8.02%
814 $0
Q3 2018

Nov 15, 2018
BUY
N/A
237 Added 36.57%
885 $95,000
Q2 2018

Aug 20, 2018
BUY
N/A
648 New
648 $65,000
Q1 2018

May 15, 2018
SELL
N/A
-547 Closed
0 $0
Q4 2017

Feb 14, 2018
BUY
N/A
317 Added 137.83%
547 $54,000
Q3 2017

Nov 17, 2017
BUY
N/A
165 Added 253.85%
230 $21,000
Q2 2017

Aug 21, 2017
BUY
N/A
65
65 $6,000

Others Institutions Holding DSI

# of Institutions
605
Shares Held
27.2M
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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