Oliver Lagore Vanvalin Investment Group Ishares Msci Kld 400 Social Et Transaction History

Oliver Lagore Vanvalin Investment Group

  • $370 Million
  • Q4 2024

A detailed history of Oliver Lagore Vanvalin Investment Group transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oliver Lagore Vanvalin Investment Group holds 641 shares of DSI stock, worth $65,388. This represents 0.02% of its overall portfolio holdings.

Number of Shares
641
Previous 778 17.61%
Holding current value
$65,388
Previous $84,000 16.67%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Apr 01, 2025
SELL
$107.41 - $115.71 $14,715 - $15,852
-137 Reduced 17.61%
641 $70,000
Q3 2024

Nov 04, 2024
SELL
$97.81 - $108.79 $11,248 - $12,510
-115 Reduced 12.88%
778 $84,000
Q2 2024

Aug 15, 2024
SELL
$94.27 - $104.77 $3,487 - $3,876
-37 Reduced 3.98%
893 $92,000
Q1 2024

May 15, 2024
SELL
$89.27 - $100.81 $1,071 - $1,209
-12 Reduced 1.27%
930 $93,000
Q4 2023

Jan 31, 2024
BUY
$77.74 - $91.23 $8,940 - $10,491
115 Added 13.91%
942 $85,000
Q3 2023

Nov 09, 2023
SELL
$80.77 - $87.25 $3,311 - $3,577
-41 Reduced 4.72%
827 $67,000
Q2 2023

Aug 08, 2023
SELL
$76.24 - $84.24 $1,524 - $1,684
-20 Reduced 2.25%
868 $73,000
Q1 2023

Jun 20, 2023
SELL
$71.07 - $79.2 $89,903 - $100,188
-1,265 Reduced 58.76%
888 $69,000
Q4 2022

Mar 02, 2023
SELL
$66.36 - $76.94 $42,735 - $49,549
-644 Reduced 23.02%
2,153 $154,000
Q3 2022

Nov 15, 2022
SELL
$66.97 - $81.69 $13,059 - $15,929
-195 Reduced 6.52%
2,797 $187,000
Q2 2022

Aug 16, 2022
BUY
$69.6 - $87.62 $139,408 - $175,502
2,003 Added 202.53%
2,992 $215,000
Q1 2022

Jun 17, 2022
BUY
$79.44 - $93.34 $78,566 - $92,313
989 New
989 $78,000

Others Institutions Holding DSI

# of Institutions
616
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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