Lido Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Lido Advisors, LLC

$20.3 Billion
Q3 2024

A detailed history of Lido Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lido Advisors, LLC holds 30,226 shares of DSI stock, worth $3.3 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

30,226

Previous 31,357 3.61%

Holding current value

$3.3 Million

Previous $3.26 Million 0.98%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$97.81 - $108.79 $110,623 - $123,041	-1,131 Reduced 3.61%	30,226 $3.29 Million
Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $162,992 - $181,147	1,729 Added 5.84%	31,357 $3.26 Million
Q1 2024 May 15, 2024	SELL	$89.27 - $100.81 $70,076 - $79,135	-785 Reduced 2.58%	29,628 $2.99 Million
Q4 2023 Feb 14, 2024	BUY	$77.74 - $91.23 $59,315 - $69,608	763 Added 2.57%	30,413 $2.77 Million
Q3 2023 Nov 14, 2023	SELL	$80.77 - $87.25 $27,946 - $30,188	-346 Reduced 1.15%	29,650 $2.41 Million
Q2 2023 Aug 09, 2023	SELL	$76.24 - $84.24 $74,257 - $82,049	-974 Reduced 3.14%	29,996 $2.52 Million
Q1 2023 May 15, 2023	BUY	$71.07 - $79.2 $2.2 Million - $2.45 Million	30,970 New	30,970 $2.42 Million

Others Institutions Holding DSI

# of Institutions

576

Shares Held

26.1M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Lido Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History