Oxler Private Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Oxler Private Wealth LLC

  • $301 Million
  • Q3 2025

A detailed history of Oxler Private Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Oxler Private Wealth LLC holds 3,188 shares of DSI stock, worth $404,206. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,188
Previous 3,180 0.25%
Holding current value
$404,206
Previous $369,000 8.67%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$115.96 - $125.95 $927 - $1,007
8 Added 0.25%
3,188 $401,000
Q2 2025

Aug 13, 2025
BUY
$91.62 - $116.16 $641 - $813
7 Added 0.22%
3,180 $369,000
Q1 2025

May 07, 2025
BUY
$101.98 - $115.66 $815 - $925
8 Added 0.25%
3,173 $324,000
Q4 2024

Jan 23, 2025
BUY
$107.41 - $115.71 $1,074 - $1,157
10 Added 0.32%
3,165 $348,000
Q3 2024

Oct 11, 2024
BUY
$97.81 - $108.79 $978 - $1,087
10 Added 0.32%
3,155 $343,000
Q2 2024

Jul 29, 2024
BUY
$94.27 - $104.77 $565 - $628
6 Added 0.19%
3,145 $326,000
Q1 2024

Apr 24, 2024
BUY
$89.27 - $100.81 $714 - $806
8 Added 0.26%
3,139 $316,000
Q4 2023

Feb 09, 2024
BUY
$77.74 - $91.23 $1,865 - $2,189
24 Added 0.77%
3,131 $285,000
Q3 2023

Oct 12, 2023
SELL
$80.77 - $87.25 $80 - $87
-1 Reduced 0.03%
3,107 $252,000
Q2 2023

Aug 10, 2023
BUY
$76.24 - $84.24 $533 - $589
7 Added 0.23%
3,108 $261,000
Q1 2023

May 10, 2023
BUY
$71.07 - $79.2 $710 - $792
10 Added 0.32%
3,101 $241,000
Q4 2022

Feb 13, 2023
SELL
$66.36 - $76.94 $25,614 - $29,698
-386 Reduced 11.1%
3,091 $221,000
Q3 2022

Nov 15, 2022
BUY
$66.97 - $81.69 $27,658 - $33,737
413 Added 13.48%
3,477 $0
Q2 2022

Aug 15, 2022
BUY
$69.6 - $87.62 $1,044 - $1,314
15 Added 0.49%
3,064 $0
Q4 2021

Jan 27, 2022
BUY
$83.4 - $93.49 $750 - $841
9 Added 0.3%
3,049 $283,000
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $189,179 - $217,481
3,040 New
3,040 $217,000

Others Institutions Holding DSI

# of Institutions
642
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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