Laurel Wealth Planning LLC Ishares Msci Kld 400 Social Et Transaction History

Laurel Wealth Planning LLC

  • $180 Million
  • Q3 2025

A detailed history of Laurel Wealth Planning LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Laurel Wealth Planning LLC holds 34,596 shares of DSI stock, worth $4.39 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
34,596
Previous 36,411 4.98%
Holding current value
$4.39 Million
Previous $4.23 Million 3.03%
% of portfolio
2.42%
Previous 2.5%

Shares

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

Oct 20, 2025
SELL
$115.96 - $125.95 $210,467 - $228,599
-1,815 Reduced 4.98%
34,596 $4.36 Million
Q2 2025

Aug 08, 2025
SELL
$91.62 - $116.16 $71,371 - $90,488
-779 Reduced 2.09%
36,411 $4.23 Million
Q1 2025

Apr 24, 2025
SELL
$101.98 - $115.66 $84,745 - $96,113
-831 Reduced 2.19%
37,190 $3.81 Million
Q4 2024

Feb 03, 2025
SELL
$107.41 - $115.71 $78,301 - $84,352
-729 Reduced 1.88%
38,021 $4.19 Million
Q3 2024

Oct 28, 2024
SELL
$97.81 - $108.79 $83,920 - $93,341
-858 Reduced 2.17%
38,750 $4.22 Million
Q2 2024

Jul 25, 2024
SELL
$94.27 - $104.77 $106,148 - $117,971
-1,126 Reduced 2.76%
39,608 $4.11 Million
Q1 2024

Apr 22, 2024
SELL
$89.27 - $100.81 $46,331 - $52,320
-519 Reduced 1.26%
40,734 $4.11 Million
Q4 2023

Feb 09, 2024
SELL
$77.74 - $91.23 $166,441 - $195,323
-2,141 Reduced 4.93%
41,253 $3.76 Million
Q3 2023

Oct 27, 2023
SELL
$80.77 - $87.25 $175,432 - $189,507
-2,172 Reduced 4.77%
43,394 $3.53 Million
Q2 2023

Jul 19, 2023
SELL
$76.24 - $84.24 $337,133 - $372,509
-4,422 Reduced 8.85%
45,566 $3.84 Million
Q1 2023

Apr 18, 2023
SELL
$71.07 - $79.2 $121,458 - $135,352
-1,709 Reduced 3.31%
49,988 $3.9 Million
Q4 2022

Feb 01, 2023
SELL
$66.36 - $76.94 $1.01 Million - $1.17 Million
-15,208 Reduced 22.73%
51,697 $3.71 Million
Q3 2022

Nov 02, 2022
SELL
$66.97 - $81.69 $76,278 - $93,044
-1,139 Reduced 1.67%
66,905 $4.48 Million
Q2 2022

Aug 09, 2022
SELL
$69.6 - $87.62 $334,915 - $421,627
-4,812 Reduced 6.6%
68,044 $4.89 Million
Q1 2022

Apr 28, 2022
SELL
$79.44 - $93.34 $2.97 Million - $3.49 Million
-37,357 Reduced 33.9%
72,856 $6.31 Million
Q4 2021

Feb 01, 2022
SELL
$83.4 - $93.49 $1.36 Million - $1.52 Million
-16,307 Reduced 12.89%
110,213 $10.2 Million
Q3 2021

Nov 12, 2021
BUY
$82.17 - $87.81 $1.25 Million - $1.34 Million
15,257 Added 13.71%
126,520 $10.5 Million
Q2 2021

Aug 09, 2021
BUY
$77.33 - $82.83 $705,017 - $755,161
9,117 Added 8.93%
111,263 $9.22 Million
Q1 2021

May 06, 2021
SELL
$70.61 - $76.36 $462,777 - $500,463
-6,554 Reduced 6.03%
102,146 $7.8 Million
Q4 2020

Feb 08, 2021
BUY
$62.23 - $71.54 $6.76 Million - $7.78 Million
108,700 New
108,700 $7.78 Million

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
Track This Portfolio

Track Laurel Wealth Planning LLC Portfolio

Follow Laurel Wealth Planning LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Laurel Wealth Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Laurel Wealth Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email