Regal Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Regal Investment Advisors LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Regal Investment Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Regal Investment Advisors LLC holds 10,747 shares of DSI stock, worth $1.11 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
10,747
Previous 11,847 9.29%
Holding current value
$1.11 Million
Previous $1.29 Million 8.07%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 13, 2025
SELL
$107.41 - $115.71 $118,151 - $127,281
-1,100 Reduced 9.29%
10,747 $1.18 Million
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $13,595 - $15,121
139 Added 1.19%
11,847 $1.29 Million
Q2 2024

Aug 14, 2024
BUY
$94.27 - $104.77 $8,484 - $9,429
90 Added 0.77%
11,708 $1.22 Million
Q1 2024

May 15, 2024
SELL
$89.27 - $100.81 $19,728 - $22,279
-221 Reduced 1.87%
11,618 $1.17 Million
Q4 2023

Feb 14, 2024
BUY
$77.74 - $91.23 $85,747 - $100,626
1,103 Added 10.27%
11,839 $1.08 Million
Q3 2023

Nov 13, 2023
SELL
$80.77 - $87.25 $1,615 - $1,745
-20 Reduced 0.19%
10,736 $874,000
Q2 2023

Aug 11, 2023
BUY
$76.24 - $84.24 $7,623 - $8,424
100 Added 0.94%
10,756 $905,000
Q1 2023

May 11, 2023
SELL
$71.07 - $79.2 $220,174 - $245,361
-3,098 Reduced 22.52%
10,656 $831,000
Q4 2022

Mar 01, 2023
SELL
$66.36 - $76.94 $249,579 - $289,371
-3,761 Reduced 21.47%
13,754 $987,000
Q3 2022

Nov 15, 2022
BUY
$66.97 - $81.69 $303,039 - $369,647
4,525 Added 34.83%
17,515 $1.17 Million
Q2 2022

Aug 09, 2022
BUY
$69.6 - $87.62 $191,956 - $241,655
2,758 Added 26.95%
12,990 $934,000
Q1 2022

May 09, 2022
BUY
$79.44 - $93.34 $312,516 - $367,199
3,934 Added 62.46%
10,232 $886,000
Q4 2021

Feb 10, 2022
BUY
$83.4 - $93.49 $95,993 - $107,606
1,151 Added 22.36%
6,298 $585,000
Q3 2021

Nov 05, 2021
SELL
$82.17 - $87.81 $132,129 - $141,198
-1,608 Reduced 23.8%
5,147 $428,000
Q2 2021

Aug 09, 2021
BUY
$77.33 - $82.83 $522,364 - $559,516
6,755 New
6,755 $559,000
Q1 2021

May 12, 2021
SELL
$70.61 - $76.36 $534,729 - $578,274
-7,573 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $471,267 - $541,772
7,573 New
7,573 $542,000
Q3 2020

Nov 13, 2020
SELL
$59.39 - $68.32 $174,309 - $200,519
-2,935 Closed
0 $0
Q2 2020

Aug 03, 2020
BUY
$46.66 - $61.22 $136,947 - $179,680
2,935 New
2,935 $346,000

Others Institutions Holding DSI

# of Institutions
615
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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