Destination Wealth Management Ishares Msci Kld 400 Social Et Transaction History

Destination Wealth Management

  • $3.51 Billion
  • Q3 2025

A detailed history of Destination Wealth Management transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Destination Wealth Management holds 6,975 shares of DSI stock, worth $884,360. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,975
Previous 9,634 27.6%
Holding current value
$884,360
Previous $1.12 Million 21.54%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Nov 14, 2025
SELL
$115.96 - $125.95 $308,337 - $334,901
-2,659 Reduced 27.6%
6,975 $878,000
Q2 2025

Aug 14, 2025
BUY
$91.62 - $116.16 $49,749 - $63,074
543 Added 5.97%
9,634 $1.12 Million
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $26,922 - $30,534
264 Added 2.99%
9,091 $931,000
Q4 2024

Feb 06, 2025
SELL
$107.41 - $115.71 $38,882 - $41,887
-362 Reduced 3.94%
8,827 $973,000
Q3 2024

Nov 25, 2024
SELL
$97.81 - $108.79 $6,357 - $7,071
-65 Reduced 0.7%
9,189 $999,000
Q2 2024

Jul 24, 2024
BUY
$94.27 - $104.77 $10,935 - $12,153
116 Added 1.27%
9,254 $961,000
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $8,569 - $9,677
-96 Reduced 1.04%
9,138 $921,000
Q4 2023

Feb 13, 2024
SELL
$77.74 - $91.23 $50,686 - $59,481
-652 Reduced 6.6%
9,234 $840,000
Q3 2023

Nov 14, 2023
SELL
$80.77 - $87.25 $5,734 - $6,194
-71 Reduced 0.71%
9,886 $804,000
Q2 2023

Aug 11, 2023
SELL
$76.24 - $84.24 $24,625 - $27,209
-323 Reduced 3.14%
9,957 $838,000
Q1 2023

May 05, 2023
BUY
$71.07 - $79.2 $33,687 - $37,540
474 Added 4.83%
10,280 $801,000
Q4 2022

Feb 10, 2023
BUY
$66.36 - $76.94 $43,731 - $50,703
659 Added 7.2%
9,806 $703,000
Q3 2022

Nov 10, 2022
BUY
$66.97 - $81.69 $25,716 - $31,368
384 Added 4.38%
9,147 $613,000
Q2 2022

Jul 29, 2022
BUY
$69.6 - $87.62 $4,524 - $5,695
65 Added 0.75%
8,763 $630,000
Q1 2022

May 12, 2022
SELL
$79.44 - $93.34 $6,037 - $7,093
-76 Reduced 0.87%
8,698 $753,000
Q4 2021

Feb 04, 2022
SELL
$83.4 - $93.49 $7,422 - $8,320
-89 Reduced 1.0%
8,774 $815,000
Q3 2021

Oct 25, 2021
SELL
$82.17 - $87.81 $78,061 - $83,419
-950 Reduced 9.68%
8,863 $737,000
Q2 2021

Aug 13, 2021
SELL
$77.33 - $82.83 $3,943 - $4,224
-51 Reduced 0.52%
9,813 $813,000
Q1 2021

May 05, 2021
BUY
$70.61 - $76.36 $19,347 - $20,922
274 Added 2.86%
9,864 $753,000
Q4 2020

Feb 11, 2021
BUY
$62.23 - $71.54 $287,253 - $330,228
4,616 Added 92.8%
9,590 $686,000
Q3 2020

Nov 12, 2020
SELL
$59.39 - $68.32 $24,943 - $28,694
-420 Reduced 7.79%
4,974 $636,000
Q2 2020

Aug 14, 2020
SELL
$46.66 - $61.22 $598,041 - $784,656
-12,817 Reduced 70.38%
5,394 $637,000
Q1 2020

May 13, 2020
SELL
$42.17 - $63.99 $468,803 - $711,376
-11,117 Reduced 37.91%
18,211 $1.77 Million
Q4 2019

Feb 12, 2020
BUY
$53.71 - $60.35 $107,205 - $120,458
1,996 Added 7.3%
29,328 $3.52 Million
Q3 2019

Nov 13, 2019
BUY
$55.16 - $56.18 $87,759 - $89,382
1,591 Added 6.18%
27,332 $3.03 Million
Q2 2019

Jul 19, 2019
BUY
N/A
304 Added 1.2%
25,741 $2.82 Million
Q1 2019

May 01, 2019
BUY
N/A
1,801 Added 7.62%
25,437 $2.68 Million
Q4 2018

Feb 05, 2019
BUY
N/A
3,749 Added 18.85%
23,636 $2.2 Million
Q3 2018

Nov 07, 2018
BUY
N/A
1,870 Added 10.38%
19,887 $2.12 Million
Q2 2018

Jul 31, 2018
BUY
N/A
12,484 Added 225.63%
18,017 $1.82 Million
Q1 2018

Apr 05, 2018
SELL
N/A
-10,380 Reduced 65.23%
5,533 $243,000
Q4 2017

Feb 09, 2018
BUY
N/A
939 Added 6.27%
15,913 $1.56 Million
Q3 2017

Nov 09, 2017
BUY
N/A
2,158 Added 16.84%
14,974 $1.39 Million
Q2 2017

Aug 11, 2017
BUY
N/A
12,816
12,816 $1.15 Million

Others Institutions Holding DSI

# of Institutions
642
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
Track This Portfolio

Track Destination Wealth Management Portfolio

Follow Destination Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Destination Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Destination Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email