Gps Wealth Strategies Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Gps Wealth Strategies Group, LLC

$881 Million
Q3 2025

A detailed history of Gps Wealth Strategies Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Gps Wealth Strategies Group, LLC holds 2,348 shares of DSI stock, worth $297,702. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,348

Previous 2,347 0.04%

Holding current value

$297,702

Previous $272,000 8.46%

% of portfolio

0.03%

Previous 0.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 03, 2025	BUY	$115.96 - $125.95 $115 - $125	1 Added 0.04%	2,348 $295,000
Q2 2025 Aug 05, 2025	BUY	$91.62 - $116.16 $91 - $116	1 Added 0.04%	2,347 $272,000
Q1 2025 Apr 15, 2025	BUY	$101.98 - $115.66 $101 - $115	1 Added 0.04%	2,346 $239,000
Q4 2024 Jan 24, 2025	BUY	$107.41 - $115.71 $107 - $115	1 Added 0.04%	2,345 $258,000
Q3 2024 Oct 29, 2024	BUY	$97.81 - $108.79 $97 - $108	1 Added 0.04%	2,344 $255,000

Q2 2024 Jul 16, 2024	BUY	$94.27 - $104.77 $29,223 - $32,478	310 Added 15.25%	2,343 $243,000
Q4 2023 Jan 12, 2024	BUY	$77.74 - $91.23 $3,109 - $3,649	40 Added 2.01%	2,033 $185,000
Q2 2023 Jul 17, 2023	SELL	$76.24 - $84.24 $23,405 - $25,861	-307 Reduced 13.35%	1,993 $167,000
Q1 2023 Apr 17, 2023	BUY	$71.07 - $79.2 $163,460 - $182,160	2,300 New	2,300 $179,000
Q3 2022 Oct 17, 2022	BUY	$66.97 - $81.69 $468 - $571	7 Added 0.36%	1,975 $132,000
Q2 2022 Jul 19, 2022	BUY	$69.6 - $87.62 $208 - $262	3 Added 0.15%	1,968 $142,000
Q1 2022 Apr 20, 2022	BUY	$79.44 - $93.34 $88,813 - $104,354	1,118 Added 132.0%	1,965 $170,000
Q4 2021 Feb 11, 2022	BUY	$83.4 - $93.49 $2,168 - $2,430	26 Added 3.17%	847 $79,000
Q3 2021 Oct 20, 2021	BUY	$82.17 - $87.81 $2,136 - $2,283	26 Added 3.27%	821 $68,000
Q2 2021 Jul 19, 2021	BUY	$77.33 - $82.83 $77 - $82	1 Added 0.13%	795 $66,000
Q1 2021 Apr 15, 2021	BUY	$70.61 - $76.36 $56,064 - $60,629	794 New	794 $60,000

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

Ticker DSI
Sector ETFs
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Gps Wealth Strategies Group, LLC Ishares Msci Kld 400 Social Et Transaction History