Journey Strategic Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Journey Strategic Wealth LLC

$3.41 Billion
Q3 2025

A detailed history of Journey Strategic Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 3,005 shares of DSI stock, worth $381,003. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,005

Previous 3,549 15.33%

Holding current value

$381,003

Previous $412,000 8.25%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$115.96 - $125.95 $63,082 - $68,516	-544 Reduced 15.33%	3,005 $378,000
Q2 2025 Aug 12, 2025	SELL	$91.62 - $116.16 $44,710 - $56,686	-488 Reduced 12.09%	3,549 $412,000
Q1 2025 May 06, 2025	SELL	$101.98 - $115.66 $407 - $462	-4 Reduced 0.1%	4,037 $413,000
Q4 2024 Jan 24, 2025	SELL	$107.41 - $115.71 $22,878 - $24,646	-213 Reduced 5.01%	4,041 $445,000
Q3 2024 Nov 12, 2024	SELL	$97.81 - $108.79 $14,280 - $15,883	-146 Reduced 3.32%	4,254 $462,000

Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $121,608 - $135,153	1,290 Added 41.48%	4,400 $456,000
Q1 2024 May 13, 2024	BUY	$89.27 - $100.81 $277,629 - $313,519	3,110 New	3,110 $313,000

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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Journey Strategic Wealth LLC Ishares Msci Kld 400 Social Et Transaction History