Gateway Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Gateway Wealth Partners, LLC

  • $386 Billion
  • Q4 2024

A detailed history of Gateway Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gateway Wealth Partners, LLC holds 2,226 shares of DSI stock, worth $236,378. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,226
Previous 2,669 16.6%
Holding current value
$236,378
Previous $290 Million 15.48%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Jan 22, 2025
SELL
$107.41 - $115.71 $47,582 - $51,259
-443 Reduced 16.6%
2,226 $245 Million
Q3 2024

Oct 24, 2024
SELL
$97.81 - $108.79 $27,093 - $30,134
-277 Reduced 9.4%
2,669 $290 Million
Q2 2024

Aug 16, 2024
BUY
$94.27 - $104.77 $27,903 - $31,011
296 Added 11.17%
2,946 $306 Million
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $17,586 - $19,859
-197 Reduced 6.92%
2,650 $267 Million
Q4 2023

Feb 13, 2024
BUY
$77.74 - $91.23 $27,908 - $32,751
359 Added 14.43%
2,847 $259 Million
Q3 2023

Nov 14, 2023
BUY
$80.77 - $87.25 $200,955 - $217,078
2,488 New
2,488 $203 Million

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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