Kovitz Investment Group Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Kovitz Investment Group Partners, LLC

$23.6 Billion
Q3 2025

A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 47,242 shares of DSI stock, worth $5.99 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

47,242

Previous 44,763 5.54%

Holding current value

$5.99 Million

Previous $5.2 Million 14.45%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$115.96 - $125.95 $287,464 - $312,230	2,479 Added 5.54%	47,242 $5.95 Million
Q2 2025 Aug 14, 2025	SELL	$91.62 - $116.16 $159,968 - $202,815	-1,746 Reduced 3.75%	44,763 $5.2 Million
Q1 2025 May 13, 2025	SELL	$101.98 - $115.66 $122,681 - $139,138	-1,203 Reduced 2.52%	46,509 $4.76 Million
Q4 2024 Aug 25, 2025	BUY	$107.41 - $115.71 $316,752 - $341,228	2,949 Added 6.59%	47,712 $5.26 Million
Q4 2024 Feb 14, 2025	BUY	$107.41 - $115.71 $97,098 - $104,601	904 Added 1.93%	47,712 $5.26 Million

Q3 2024 Nov 14, 2024	BUY	$97.81 - $108.79 $167,352 - $186,139	1,711 Added 3.79%	46,808 $5.09 Million
Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $4.25 Million - $4.72 Million	45,097 New	45,097 $4.68 Million

Others Institutions Holding DSI

# of Institutions

646

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Kovitz Investment Group Partners, LLC Ishares Msci Kld 400 Social Et Transaction History