Epg Wealth Management LLC Ishares Msci Kld 400 Social Et Transaction History

Epg Wealth Management LLC

  • $379 Billion
  • Q4 2024

A detailed history of Epg Wealth Management LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Epg Wealth Management LLC holds 1,000 shares of DSI stock, worth $102,010. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,000
Previous 1,000 -0.0%
Holding current value
$102,010
Previous $109 Million 1.34%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$97.81 - $108.79 $97,810 - $108,790
1,000 New
1,000 $109 Million
Q2 2024

Aug 13, 2024
SELL
$94.27 - $104.77 $94,270 - $104,770
-1,000 Closed
0 $0
Q3 2022

Nov 15, 2022
BUY
$66.97 - $81.69 $66,970 - $81,690
1,000 New
1,000 $67,000
Q2 2022

Aug 15, 2022
SELL
$69.6 - $87.62 $69,600 - $87,620
-1,000 Closed
0 $0
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $82,170 - $87,810
1,000 New
1,000 $83,000
Q2 2020

Aug 06, 2020
SELL
$46.66 - $61.22 $23,330 - $30,610
-500 Closed
0 $0
Q1 2020

May 05, 2020
BUY
$42.17 - $63.99 $21,085 - $31,995
500 New
500 $49,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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