Diversify Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Diversify Advisory Services, LLC

  • $1.81 Trillion
  • Q4 2024

A detailed history of Diversify Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 11,241 shares of DSI stock, worth $1.29 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,241
Previous 15,815 28.92%
Holding current value
$1.29 Million
Previous $1.74 Billion 29.68%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 16, 2025
SELL
$107.41 - $115.71 $491,293 - $529,257
-4,574 Reduced 28.92%
11,241 $1.23 Billion
Q3 2024

Oct 24, 2024
SELL
$97.81 - $108.79 $167,450 - $186,248
-1,712 Reduced 9.77%
15,815 $1.74 Billion
Q2 2024

Jul 12, 2024
SELL
$94.27 - $104.77 $27,526 - $30,592
-292 Reduced 1.64%
17,527 $1.86 Billion
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $1.59 Million - $1.8 Million
17,819 New
17,819 $1.8 Billion

Others Institutions Holding DSI

# of Institutions
578
Shares Held
26.2M
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
Track This Portfolio

Track Diversify Advisory Services, LLC Portfolio

Follow Diversify Advisory Services, LLC 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 Diversify Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Diversify Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email