Morris Retirement Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Morris Retirement Advisors, LLC

  • $184 Million
  • Q1 2025

A detailed history of Morris Retirement Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Morris Retirement Advisors, LLC holds 2,478 shares of DSI stock, worth $239,498. This represents 0.14% of its overall portfolio holdings.

Number of Shares
2,478
Previous 2,678 7.47%
Holding current value
$239,498
Previous $295,000 14.58%
% of portfolio
0.14%
Previous 0.16%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 10, 2025
SELL
$101.98 - $115.66 $20,396 - $23,132
-200 Reduced 7.47%
2,478 $252,000
Q4 2024

Jan 13, 2025
BUY
$107.41 - $115.71 $14,715 - $15,852
137 Added 5.39%
2,678 $295,000
Q3 2024

Oct 03, 2024
BUY
$97.81 - $108.79 $28,169 - $31,331
288 Added 12.78%
2,541 $276,000
Q2 2024

Aug 06, 2024
BUY
$94.27 - $104.77 $2,733 - $3,038
29 Added 1.3%
2,253 $233,000
Q1 2024

May 03, 2024
SELL
$89.27 - $100.81 $10,176 - $11,492
-114 Reduced 4.88%
2,224 $224,000
Q4 2023

Feb 12, 2024
BUY
$77.74 - $91.23 $181,756 - $213,295
2,338 New
2,338 $212,000

Others Institutions Holding DSI

# of Institutions
618
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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