Global Retirement Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Global Retirement Partners, LLC

$4.24 Billion
Q3 2025

A detailed history of Global Retirement Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Global Retirement Partners, LLC holds 1,151 shares of DSI stock, worth $145,935. This represents 0.0% of its overall portfolio holdings.

Number of Shares

1,151

Previous 1,447 20.46%

Holding current value

$145,935

Previous $168,000 14.29%

% of portfolio

0.0%

Previous 0.0%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	SELL	$115.96 - $125.95 $34,324 - $37,281	-296 Reduced 20.46%	1,151 $144,000
Q2 2025 Aug 12, 2025	SELL	$91.62 - $116.16 $71,921 - $91,185	-785 Reduced 35.17%	1,447 $168,000
Q4 2024 Jan 31, 2025	BUY	$107.41 - $115.71 $644 - $694	6 Added 0.27%	2,232 $246,000
Q3 2024 Oct 16, 2024	BUY	$97.81 - $108.79 $41,862 - $46,562	428 Added 23.8%	2,226 $242,000
Q2 2024 Jul 23, 2024	BUY	$94.27 - $104.77 $26,207 - $29,126	278 Added 18.29%	1,798 $186,000

Q1 2024 Apr 23, 2024	BUY	$89.27 - $100.81 $29,369 - $33,166	329 Added 27.62%	1,520 $153,000
Q1 2023 May 05, 2023	SELL	$71.07 - $79.2 $10,518 - $11,721	-148 Reduced 11.05%	1,191 $92,000
Q4 2022 Feb 13, 2023	BUY	$66.36 - $76.94 $464 - $538	7 Added 0.53%	1,339 $96,000
Q4 2022 Feb 13, 2023	BUY	$66.36 - $76.94 $464 - $538	7 Added 0.53%	1,339 $96,000
Q3 2022 Nov 03, 2022	BUY	$66.97 - $81.69 $16,139 - $19,687	241 Added 22.09%	1,332 $96,000
Q1 2022 Jul 14, 2022	BUY	$79.44 - $93.34 $86,669 - $101,833	1,091 New	1,091 $81,000
Q4 2021 Jan 21, 2022	SELL	$83.4 - $93.49 $77,145 - $86,478	-925 Closed	0 $0
Q2 2021 Jul 15, 2021	SELL	$77.33 - $82.83 $17,321 - $18,553	-224 Reduced 19.5%	925 $77,000
Q1 2021 Apr 14, 2021	BUY	$70.61 - $76.36 $776 - $839	11 Added 0.97%	1,149 $88,000
Q4 2020 Jan 13, 2021	BUY	$62.23 - $71.54 $35,408 - $40,706	569 Added 100.0%	1,138 $81,000
Q3 2020 Oct 09, 2020	SELL	$59.39 - $68.32 $4,097 - $4,714	-69 Reduced 10.82%	569 $73,000
Q2 2020 Jul 13, 2020	SELL	$46.66 - $61.22 $22,490 - $29,508	-482 Reduced 43.04%	638 $75,000
Q1 2020 Apr 28, 2020	BUY	$42.17 - $63.99 $5,313 - $8,062	126 Added 12.68%	1,120 $109,000
Q3 2019 Nov 19, 2019	BUY	$55.16 - $56.18 $25,152 - $25,618	456 Added 84.76%	994 $110,000
Q1 2019 May 07, 2019	SELL	N/A	-5,825 Reduced 91.54%	538 $57,000
Q4 2018 Feb 22, 2019	BUY	N/A	5,469 Added 611.74%	6,363 $592,000
Q3 2018 Oct 17, 2018	BUY	N/A	221 Added 32.84%	894 $95,000
Q1 2018 Aug 10, 2018	BUY	N/A	247 Added 57.98%	673 $66,000
Q3 2017 Aug 10, 2018	SELL	N/A	-205 Reduced 32.49%	426 $38,000
Q4 2016 Aug 10, 2018	BUY	N/A	631	631 $52,000

Others Institutions Holding DSI

# of Institutions

642

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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Global Retirement Partners, LLC Ishares Msci Kld 400 Social Et Transaction History