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

Golden State Equity Partners

  • $569 Million
  • Q3 2025

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 1,713 shares of DSI stock, worth $217,191. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,713
Previous 1,804 5.04%
Holding current value
$217,191
Previous $209,000 2.87%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Oct 21, 2025
SELL
$115.96 - $125.95 $10,552 - $11,461
-91 Reduced 5.04%
1,713 $215,000
Q2 2025

Jul 14, 2025
SELL
$91.62 - $116.16 $372,710 - $472,538
-4,068 Reduced 69.28%
1,804 $209,000
Q1 2025

Apr 23, 2025
BUY
$101.98 - $115.66 $115,033 - $130,464
1,128 Added 23.78%
5,872 $601,000
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
642
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 Golden State Equity Partners Portfolio

Follow Golden State Equity Partners 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 Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email