J.W. Cole Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

J.W. Cole Advisors, Inc.

  • $5.04 Billion
  • Q3 2025

A detailed history of J.W. Cole Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 5,390 shares of DSI stock, worth $683,398. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,390
Previous 5,314 1.43%
Holding current value
$683,398
Previous $617,000 9.89%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 04, 2025
BUY
$115.96 - $125.95 $8,812 - $9,572
76 Added 1.43%
5,390 $678,000
Q2 2025

Aug 12, 2025
BUY
$91.62 - $116.16 $190,386 - $241,380
2,078 Added 64.22%
5,314 $617,000
Q1 2025

May 05, 2025
BUY
$101.98 - $115.66 $330,007 - $374,275
3,236 New
3,236 $331,000
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $9.25 Million - $10.9 Million
116,435 New
116,435 $31,000

Others Institutions Holding DSI

# of Institutions
646
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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