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

Global Retirement Partners, LLC

  • $3.4 Billion
  • Q4 2024

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 2,232 shares of DSI stock, worth $231,793. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,232
Previous 2,226 0.27%
Holding current value
$231,793
Previous $242,000 1.65%
% of portfolio
0.01%
Previous 0.01%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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