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

Morris Retirement Advisors, LLC

$224 Million
Q3 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 3,074 shares of DSI stock, worth $389,752. This represents 0.17% of its overall portfolio holdings.

Number of Shares

3,074

Previous 2,874 6.96%

Holding current value

$389,752

Previous $333,000 16.22%

% of portfolio

0.17%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 07, 2025	BUY	$115.96 - $125.95 $23,192 - $25,190	200 Added 6.96%	3,074 $387,000
Q2 2025 Jul 08, 2025	BUY	$91.62 - $116.16 $36,281 - $45,999	396 Added 15.98%	2,874 $333,000
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

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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