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

Essential Planning, Llc.

  • $15 Billion
  • Q4 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 233,601 shares of DSI stock, worth $23.8 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
233,601
Previous 3,697 6218.66%
Holding current value
$23.8 Million
Previous $402,000 6306.47%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Feb 07, 2025
BUY
$107.41 - $115.71 $24.7 Million - $26.6 Million
229,904 Added 6218.66%
233,601 $25.8 Million
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
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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