Kestra Private Wealth Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Kestra Private Wealth Services, LLC

  • $7.16 Billion
  • Q3 2025

A detailed history of Kestra Private Wealth Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 9,866 shares of DSI stock, worth $1.25 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,866
Previous 6,225 58.49%
Holding current value
$1.25 Million
Previous $723,000 71.78%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Nov 14, 2025
BUY
$115.96 - $125.95 $422,210 - $458,583
3,641 Added 58.49%
9,866 $1.24 Million
Q2 2025

Aug 07, 2025
BUY
$91.62 - $116.16 $916 - $1,161
10 Added 0.16%
6,225 $723,000
Q1 2025

May 05, 2025
BUY
$101.98 - $115.66 $1,223 - $1,387
12 Added 0.19%
6,215 $636,000
Q4 2024

Jan 28, 2025
BUY
$107.41 - $115.71 $149,836 - $161,415
1,395 Added 29.01%
6,203 $683,000
Q3 2024

Nov 13, 2024
SELL
$97.81 - $108.79 $120,012 - $133,485
-1,227 Reduced 20.33%
4,808 $523,000
Q2 2024

Aug 12, 2024
SELL
$94.27 - $104.77 $87,388 - $97,121
-927 Reduced 13.32%
6,035 $626,000
Q1 2024

May 02, 2024
SELL
$89.27 - $100.81 $1.81 Million - $2.04 Million
-20,280 Reduced 74.44%
6,962 $701,000
Q4 2023

Feb 05, 2024
SELL
$77.74 - $91.23 $134,567 - $157,919
-1,731 Reduced 5.97%
27,242 $2.48 Million
Q3 2023

Nov 07, 2023
SELL
$80.77 - $87.25 $194,736 - $210,359
-2,411 Reduced 7.68%
28,973 $2.36 Million
Q2 2023

Aug 08, 2023
SELL
$76.24 - $84.24 $493,501 - $545,285
-6,473 Reduced 17.1%
31,384 $2.64 Million
Q1 2023

May 12, 2023
BUY
$71.07 - $79.2 $298,351 - $332,481
4,198 Added 12.47%
37,857 $2.95 Million
Q4 2022

Jan 31, 2023
BUY
$66.36 - $76.94 $120,974 - $140,261
1,823 Added 5.73%
33,659 $2.42 Million
Q3 2022

Nov 14, 2022
BUY
$66.97 - $81.69 $84,850 - $103,501
1,267 Added 4.14%
31,836 $2.13 Million
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $114,839 - $144,573
1,650 Added 5.71%
30,569 $2.2 Million
Q1 2022

May 26, 2022
BUY
$79.44 - $93.34 $700,263 - $822,792
8,815 Added 43.85%
28,919 $0
Q4 2021

Jan 21, 2022
BUY
$83.4 - $93.49 $340,438 - $381,626
4,082 Added 25.48%
20,104 $0
Q3 2021

Oct 21, 2021
BUY
$82.17 - $87.81 $677,491 - $723,993
8,245 Added 106.02%
16,022 $0
Q2 2021

Jul 30, 2021
BUY
$77.33 - $82.83 $601,395 - $644,168
7,777 New
7,777 $0

Others Institutions Holding DSI

# of Institutions
642
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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