Essential Planning, Llc. Ishares Msci Kld 400 Social Et Transaction History

Essential Planning, Llc.

  • $243 Million
  • Q3 2024

A detailed history of Essential Planning, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Essential Planning, Llc. holds 3,697 shares of DSI stock, worth $418,537. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,697
Previous 3,909 5.42%
Holding current value
$418,537
Previous $405,000 0.74%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 07, 2024
SELL
$97.81 - $108.79 $20,735 - $23,063
-212 Reduced 5.42%
3,697 $402,000
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $368,501 - $409,545
3,909 New
3,909 $405,000
Q3 2023

Nov 08, 2023
BUY
$80.77 - $87.25 $3,553 - $3,839
44 Added 1.76%
2,541 $206,000
Q2 2023

Aug 10, 2023
BUY
$76.24 - $84.24 $190,371 - $210,347
2,497 New
2,497 $210,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
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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