Envestnet Portfolio Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History

Envestnet Portfolio Solutions, Inc.

$27.8 Billion
Q4 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 566,551 shares of DSI stock, worth $62.8 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

566,551

Previous 617,245 8.21%

Holding current value

$62.8 Million

Previous $67.2 Million 6.98%

% of portfolio

0.22%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 10, 2025	SELL	$107.41 - $115.71 $5.45 Million - $5.87 Million	-50,694 Reduced 8.21%	566,551 $62.5 Million
Q3 2024 Oct 31, 2024	SELL	$97.81 - $108.79 $7.9 Million - $8.78 Million	-80,726 Reduced 11.57%	617,245 $67.2 Million
Q2 2024 Jul 16, 2024	SELL	$94.27 - $104.77 $450,893 - $501,114	-4,783 Reduced 0.68%	697,971 $72.5 Million
Q1 2024 May 06, 2024	SELL	$89.27 - $100.81 $4.45 Million - $5.02 Million	-49,797 Reduced 6.62%	702,754 $70.8 Million
Q4 2023 Feb 07, 2024	BUY	$77.74 - $91.23 $7.47 Million - $8.77 Million	96,140 Added 14.65%	752,551 $68.5 Million
Q3 2023 Nov 13, 2023	BUY	$80.77 - $87.25 $53 Million - $57.3 Million	656,411 New	656,411 $53.4 Million

Others Institutions Holding DSI

# of Institutions

605

Shares Held

27.2M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Envestnet Portfolio Solutions, Inc. Ishares Msci Kld 400 Social Et Transaction History