Oregon Pacific Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Oregon Pacific Wealth Management, LLC

  • $96.8 Billion
  • Q4 2025

A detailed history of Oregon Pacific Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oregon Pacific Wealth Management, LLC holds 4,209 shares of DSI stock, worth $533,659. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,209
Previous 5,507 23.57%
Holding current value
$533,659
Previous $694 Million 21.82%
% of portfolio
0.56%
Previous 0.6%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
SELL
$123.63 - $130.75 $160,471 - $169,713
-1,298 Reduced 23.57%
4,209 $542 Million
Q3 2025

Oct 22, 2025
SELL
$115.96 - $125.95 $24,351 - $26,449
-210 Reduced 3.67%
5,507 $694 Million
Q2 2025

Jul 15, 2025
SELL
$91.62 - $116.16 $2,931 - $3,717
-32 Reduced 0.56%
5,717 $664 Million
Q1 2025

Apr 28, 2025
BUY
$101.98 - $115.66 $19,172 - $21,744
188 Added 3.38%
5,749 $589 Million
Q4 2024

Jan 24, 2025
BUY
$107.41 - $115.71 $597,307 - $643,463
5,561 New
5,561 $613 Million

Others Institutions Holding DSI

# of Institutions
652
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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