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

Gateway Wealth Partners, LLC

  • $741 Billion
  • Q3 2025

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 4,488 shares of DSI stock, worth $569,033. This represents 0.08% of its overall portfolio holdings.

Number of Shares
4,488
Previous 2,592 73.15%
Holding current value
$569,033
Previous $301 Million 87.74%
% of portfolio
0.08%
Previous 0.06%

Shares

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

Nov 05, 2025
BUY
$115.96 - $125.95 $219,860 - $238,801
1,896 Added 73.15%
4,488 $565 Million
Q2 2025

Aug 13, 2025
BUY
$91.62 - $116.16 $3,115 - $3,949
34 Added 1.33%
2,592 $301 Million
Q1 2025

Apr 30, 2025
BUY
$101.98 - $115.66 $33,857 - $38,399
332 Added 14.91%
2,558 $262 Million
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
647
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 Gateway Wealth Partners, LLC Portfolio

Follow Gateway Wealth Partners, 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 Gateway Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gateway Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email