Milestone Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Milestone Investment Advisors LLC

  • $395 Million
  • Q3 2025

A detailed history of Milestone Investment Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Milestone Investment Advisors LLC holds 3,049 shares of DSI stock, worth $386,582. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,049
Previous 3,051 0.07%
Holding current value
$386,582
Previous $354,000 8.47%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Nov 14, 2025
SELL
$115.96 - $125.95 $231 - $251
-2 Reduced 0.07%
3,049 $384,000
Q2 2025

Aug 13, 2025
SELL
$91.62 - $116.16 $366 - $464
-4 Reduced 0.13%
3,051 $354,000
Q1 2025

Apr 28, 2025
SELL
$101.98 - $115.66 $203 - $231
-2 Reduced 0.07%
3,055 $312,000
Q4 2024

Feb 12, 2025
SELL
$107.41 - $115.71 $537 - $578
-5 Reduced 0.16%
3,057 $337,000
Q2 2024

Aug 13, 2024
SELL
$94.27 - $104.77 $21,493 - $23,887
-228 Reduced 6.93%
3,062 $317,000
Q1 2024

May 14, 2024
SELL
$89.27 - $100.81 $714 - $806
-8 Reduced 0.24%
3,290 $331,000
Q4 2023

Feb 09, 2024
SELL
$77.74 - $91.23 $11,505 - $13,502
-148 Reduced 4.29%
3,298 $300,000
Q3 2023

Nov 08, 2023
SELL
$80.77 - $87.25 $31,419 - $33,940
-389 Reduced 10.14%
3,446 $280,000
Q2 2023

Aug 02, 2023
BUY
$76.24 - $84.24 $48,336 - $53,408
634 Added 19.81%
3,835 $322,000
Q1 2023

May 16, 2023
SELL
$71.07 - $79.2 $42,357 - $47,203
-596 Reduced 15.7%
3,201 $249,000
Q4 2022

Mar 15, 2023
BUY
$66.36 - $76.94 $251,968 - $292,141
3,797 New
3,797 $273 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
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