Institute For Wealth Management, Llc. Ishares Msci Kld 400 Social Et Transaction History

Institute For Wealth Management, Llc.

  • $788 Million
  • Q4 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 30,032 shares of DSI stock, worth $3.45 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
30,032
Previous 28,237 6.36%
Holding current value
$3.45 Million
Previous $3.07 Million 7.82%
% of portfolio
0.42%
Previous 0.39%

Shares

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

Jan 23, 2025
BUY
$107.41 - $115.71 $192,800 - $207,699
1,795 Added 6.36%
30,032 $3.31 Million
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $155,909 - $173,411
1,594 Added 5.98%
28,237 $3.07 Million
Q2 2024

Jul 25, 2024
BUY
$94.27 - $104.77 $96,909 - $107,703
1,028 Added 4.01%
26,643 $2.77 Million
Q1 2024

Apr 30, 2024
BUY
$89.27 - $100.81 $33,922 - $38,307
380 Added 1.51%
25,615 $2.58 Million
Q4 2023

Jan 31, 2024
SELL
$77.74 - $91.23 $8,084 - $9,487
-104 Reduced 0.41%
25,235 $2.3 Million
Q3 2023

Oct 13, 2023
BUY
$80.77 - $87.25 $192,717 - $208,178
2,386 Added 10.4%
25,339 $2.06 Million
Q2 2023

Jul 25, 2023
BUY
$76.24 - $84.24 $50,852 - $56,188
667 Added 2.99%
22,953 $1.93 Million
Q1 2023

Apr 20, 2023
BUY
$71.07 - $79.2 $16,914 - $18,849
238 Added 1.08%
22,286 $1.74 Million
Q4 2022

Feb 02, 2023
SELL
$66.36 - $76.94 $137,033 - $158,881
-2,065 Reduced 8.56%
22,048 $1.58 Million
Q3 2022

Oct 18, 2022
BUY
$66.97 - $81.69 $73,733 - $89,940
1,101 Added 4.78%
24,113 $1.62 Million
Q2 2022

Jul 25, 2022
BUY
$69.6 - $87.62 $4,454 - $5,607
64 Added 0.28%
23,012 $1.66 Million
Q1 2022

Apr 29, 2022
BUY
$79.44 - $93.34 $28,757 - $33,789
362 Added 1.6%
22,948 $1.99 Million
Q4 2021

Jan 21, 2022
BUY
$83.4 - $93.49 $213,754 - $239,614
2,563 Added 12.8%
22,586 $2.1 Million
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $141,168 - $150,857
1,718 Added 9.39%
20,023 $1.67 Million
Q2 2021

Jul 21, 2021
BUY
$77.33 - $82.83 $47,635 - $51,023
616 Added 3.48%
18,305 $1.52 Million
Q1 2021

May 04, 2021
BUY
$70.61 - $76.36 $43,707 - $47,266
619 Added 3.63%
17,689 $1.35 Million
Q4 2020

Feb 01, 2021
BUY
$62.23 - $71.54 $678,120 - $779,571
10,897 Added 176.53%
17,070 $1.22 Million
Q3 2020

Nov 03, 2020
BUY
$59.39 - $68.32 $218,258 - $251,075
3,675 Added 147.12%
6,173 $790,000
Q2 2020

Jul 30, 2020
BUY
$46.66 - $61.22 $116,556 - $152,927
2,498 New
2,498 $295,000
Q1 2020

Apr 29, 2020
SELL
$42.17 - $63.99 $10,162 - $15,421
-241 Closed
0 $0
Q4 2019

Feb 27, 2020
BUY
$53.71 - $60.35 $12,944 - $14,544
241 New
241 $29,000

Others Institutions Holding DSI

# of Institutions
581
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
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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