Copperleaf Capital, LLC Ishares Msci Kld 400 Social Et Transaction History

Copperleaf Capital, LLC

  • $123 Million
  • Q4 2024

A detailed history of Copperleaf Capital, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Copperleaf Capital, LLC holds 5,957 shares of DSI stock, worth $667,184. This represents 0.54% of its overall portfolio holdings.

Number of Shares
5,957
Previous 6,116 2.6%
Holding current value
$667,184
Previous $665,000 1.35%
% of portfolio
0.54%
Previous 0.58%

Shares

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

Jan 30, 2025
SELL
$107.41 - $115.71 $17,078 - $18,397
-159 Reduced 2.6%
5,957 $656,000
Q3 2024

Nov 14, 2024
SELL
$97.81 - $108.79 $5,183 - $5,765
-53 Reduced 0.86%
6,116 $665,000
Q2 2024

Aug 13, 2024
BUY
$94.27 - $104.77 $46,192 - $51,337
490 Added 8.63%
6,169 $640,000
Q1 2024

May 14, 2024
BUY
$89.27 - $100.81 $76,772 - $86,696
860 Added 17.85%
5,679 $572,000
Q3 2023

Nov 13, 2023
BUY
$80.77 - $87.25 $4,765 - $5,147
59 Added 1.24%
4,819 $392,000
Q2 2023

Aug 11, 2023
BUY
$76.24 - $84.24 $131,895 - $145,735
1,730 Added 57.1%
4,760 $400,000
Q1 2023

May 15, 2023
BUY
$71.07 - $79.2 $215,342 - $239,976
3,030 New
3,030 $236,000

Others Institutions Holding DSI

# of Institutions
584
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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