Flagship Private Wealth, LLC Ishares Msci Kld 400 Social Et Transaction History

Flagship Private Wealth, LLC

  • $247 Million
  • Q3 2025

A detailed history of Flagship Private Wealth, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Flagship Private Wealth, LLC holds 1,638 shares of DSI stock, worth $207,682. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,638
Previous 1,915 14.46%
Holding current value
$207,682
Previous $222,000 7.21%
% of portfolio
0.08%
Previous 0.1%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
SELL
$115.96 - $125.95 $32,120 - $34,888
-277 Reduced 14.46%
1,638 $206,000
Q2 2025

Jul 21, 2025
BUY
$91.62 - $116.16 $175,452 - $222,446
1,915 New
1,915 $222,000
Q4 2024

Jan 21, 2025
BUY
$107.41 - $115.71 $202,682 - $218,344
1,887 New
1,887 $208,000
Q2 2024

Jul 22, 2024
BUY
$94.27 - $104.77 $1,602 - $1,781
17 Added 0.82%
2,101 $218,000
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $186,038 - $210,088
2,084 New
2,084 $210,000
Q3 2021

Oct 20, 2021
SELL
$82.17 - $87.81 $117,174 - $125,217
-1,426 Closed
0 $0
Q2 2021

Jul 09, 2021
SELL
$77.33 - $82.83 $9.14 Million - $9.79 Million
-118,216 Reduced 98.81%
1,426 $120 Million
Q2 2021

Jul 09, 2021
BUY
$77.33 - $82.83 $9.14 Million - $9.79 Million
118,218 Added 8301.83%
119,642 $0
Q1 2021

Apr 09, 2021
BUY
$70.61 - $76.36 $141 - $152
2 Added 0.14%
1,424 $112 Million
Q4 2020

Feb 02, 2021
BUY
$62.23 - $71.54 $88,491 - $101,729
1,422 New
1,422 $0

Others Institutions Holding DSI

# of Institutions
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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 Flagship Private Wealth, LLC Portfolio

Follow Flagship Private Wealth, 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 Flagship Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Flagship Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email