Golden State Equity Partners Ishares Msci Kld 400 Social Et Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Golden State Equity Partners holds 4,744 shares of DSI stock, worth $494,324. This represents 0.1% of its overall portfolio holdings.

Number of Shares

4,744

Previous 580 717.93%

Holding current value

$494,324

Previous $63,000 730.16%

% of portfolio

0.1%

Previous 0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$107.41 - $115.71 $447,255 - $481,816	4,164 Added 717.93%	4,744 $523,000
Q3 2024 Oct 29, 2024	SELL	$97.81 - $108.79 $417,550 - $464,424	-4,269 Reduced 88.04%	580 $63,000
Q3 2024 Oct 25, 2024	BUY	$97.81 - $108.79 $13,204 - $14,686	135 Added 2.86%	4,849 $527,000
Q2 2024 Jul 29, 2024	BUY	$94.27 - $104.77 $154,508 - $171,718	1,639 Added 53.3%	4,714 $489,000
Q4 2023 Feb 02, 2024	BUY	$77.74 - $91.23 $239,050 - $280,532	3,075 New	3,075 $279,000
Q4 2021 Feb 11, 2022	SELL	$83.4 - $93.49 $376,717 - $422,294	-4,517 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$82.17 - $87.81 $14,790 - $15,805	-180 Reduced 3.83%	4,517 $376,000
Q2 2021 Aug 12, 2021	BUY	$77.33 - $82.83 $363,219 - $389,052	4,697 New	4,697 $389,000

Others Institutions Holding DSI

# of Institutions

615

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Golden State Equity Partners Ishares Msci Kld 400 Social Et Transaction History