Great Valley Advisor Group, Inc. Ishares Msci Kld 400 Social Et Transaction History

Great Valley Advisor Group, Inc.

  • $4.07 Billion
  • Q4 2024

A detailed history of Great Valley Advisor Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Great Valley Advisor Group, Inc. holds 2,906 shares of DSI stock, worth $296,441. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,906
Previous 2,822 2.98%
Holding current value
$296,441
Previous $307,000 4.23%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 24, 2025
BUY
$107.41 - $115.71 $9,022 - $9,719
84 Added 2.98%
2,906 $320,000
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $19,953 - $22,193
204 Added 7.79%
2,822 $307,000
Q2 2024

Jul 16, 2024
BUY
$94.27 - $104.77 $6,316 - $7,019
67 Added 2.63%
2,618 $271,000
Q4 2023

Feb 05, 2024
BUY
$77.74 - $91.23 $198,314 - $232,727
2,551 New
2,551 $232,000

Others Institutions Holding DSI

# of Institutions
616
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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