My Legacy Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

My Legacy Advisors, LLC

  • $269 Million
  • Q2 2025

A detailed history of My Legacy Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, My Legacy Advisors, LLC holds 2,698 shares of DSI stock, worth $342,079. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,698
Previous 3,313 18.56%
Holding current value
$342,079
Previous $337,000 7.12%
% of portfolio
0.12%
Previous 0.13%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
SELL
$91.62 - $116.16 $56,346 - $71,438
-615 Reduced 18.56%
2,698 $313,000
Q1 2025

Apr 15, 2025
BUY
$101.98 - $115.66 $6,730 - $7,633
66 Added 2.03%
3,313 $337,000
Q4 2024

Jan 16, 2025
SELL
$107.41 - $115.71 $37,593 - $40,498
-350 Reduced 9.73%
3,247 $357,000
Q3 2024

Oct 21, 2024
SELL
$97.81 - $108.79 $50,763 - $56,462
-519 Reduced 12.61%
3,597 $391,000
Q2 2024

Jul 24, 2024
BUY
$94.27 - $104.77 $163,181 - $181,356
1,731 Added 72.58%
4,116 $427,000
Q1 2024

Jul 25, 2024
SELL
$89.27 - $100.81 $81,949 - $92,543
-918 Reduced 22.3%
3,198 $322,000
Q4 2023

Jan 12, 2024
SELL
$77.74 - $91.23 $21,145 - $24,814
-272 Reduced 10.24%
2,385 $217,000
Q3 2023

Oct 20, 2023
SELL
$80.77 - $87.25 $3,311 - $3,577
-41 Reduced 1.52%
2,657 $216,000
Q2 2023

Jul 14, 2023
SELL
$76.24 - $84.24 $171,616 - $189,624
-2,251 Reduced 45.48%
2,698 $227,000
Q1 2023

Apr 11, 2023
SELL
$71.07 - $79.2 $28,001 - $31,204
-394 Reduced 7.37%
4,949 $385,000
Q4 2022

Feb 07, 2023
SELL
$66.36 - $76.94 $170,279 - $197,428
-2,566 Reduced 32.44%
5,343 $383,000
Q3 2022

Oct 17, 2022
SELL
$66.97 - $81.69 $541,988 - $661,117
-8,093 Reduced 50.57%
7,909 $526,000
Q2 2022

Jul 12, 2022
SELL
$69.6 - $87.62 $425,395 - $535,533
-6,112 Reduced 27.64%
16,002 $1.17 Million
Q1 2022

Apr 07, 2022
BUY
$79.44 - $93.34 $1.76 Million - $2.06 Million
22,114 New
22,114 $1.92 Million

Others Institutions Holding DSI

# of Institutions
647
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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