Lowe Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Lowe Wealth Advisors, LLC

$232 Million
Q4 2024

A detailed history of Lowe Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Lowe Wealth Advisors, LLC holds 1,388 shares of DSI stock, worth $141,548. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,388

Previous 1,388 -0.0%

Holding current value

$141,548

Previous $151,000 1.32%

% of portfolio

0.07%

Previous 0.07%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 02, 2024	SELL	$97.81 - $108.79 $19,562 - $21,758	-200 Reduced 12.59%	1,388 $151,000
Q1 2024 Apr 08, 2024	SELL	$89.27 - $100.81 $17,854 - $20,162	-200 Reduced 11.19%	1,588 $160,000
Q4 2023 Jan 04, 2024	SELL	$77.74 - $91.23 $133,090 - $156,185	-1,712 Reduced 48.91%	1,788 $162,000
Q3 2023 Oct 20, 2023	SELL	$80.77 - $87.25 $44,100 - $47,638	-546 Reduced 13.49%	3,500 $284,000
Q1 2023 Apr 05, 2023	SELL	$71.07 - $79.2 $1,492 - $1,663	-21 Reduced 0.52%	4,046 $315,000
Q3 2022 Oct 06, 2022	SELL	$66.97 - $81.69 $53,576 - $65,352	-800 Reduced 16.44%	4,067 $272,000
Q2 2022 Jul 07, 2022	SELL	$69.6 - $87.62 $19,418 - $24,445	-279 Reduced 5.42%	4,867 $350,000
Q1 2022 Apr 08, 2022	SELL	$79.44 - $93.34 $15,888 - $18,668	-200 Reduced 3.74%	5,146 $446,000
Q3 2021 Oct 05, 2021	BUY	$82.17 - $87.81 $14,790 - $15,805	180 Added 3.48%	5,346 $445,000
Q2 2021 Jul 01, 2021	BUY	$77.33 - $82.83 $30,932 - $33,132	400 Added 8.39%	5,166 $0
Q4 2020 Jan 07, 2021	BUY	$62.23 - $71.54 $160,740 - $184,787	2,583 Added 118.32%	4,766 $341,000
Q4 2019 Jan 15, 2020	BUY	$53.71 - $60.35 $26,855 - $30,175	500 Added 29.71%	2,183 $262,000
Q2 2019 Jul 10, 2019	BUY	N/A	233 Added 16.07%	1,683 $184,000
Q4 2018 Jan 10, 2019	BUY	N/A	1,450 New	1,450 $135,000

Others Institutions Holding DSI

# of Institutions

615

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Lowe Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History