Heritage Wealth Advisors Ishares Msci Kld 400 Social Et Transaction History

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Heritage Wealth Advisors holds 180 shares of DSI stock, worth $22,822. This represents 0.0% of its overall portfolio holdings.

Number of Shares
180
Previous 180 -0.0%
Holding current value
$22,822
Previous $20,000 10.0%
% of portfolio
0.0%
Previous 0.0%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
BUY
$77.74 - $91.23 $13,993 - $16,421
180 New
180 $16,000

Others Institutions Holding DSI

# of Institutions
645
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
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