Ridgecrest Wealth Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Ridgecrest Wealth Partners, LLC

  • $219 Million
  • Q3 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 2,038 shares of DSI stock, worth $258,398. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,038
Previous 2,038 -0.0%
Holding current value
$258,398
Previous $236,000 8.47%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 22, 2025
SELL
$101.98 - $115.66 $203 - $231
-2 Reduced 0.1%
2,038 $208,000
Q1 2024

Apr 17, 2024
BUY
$89.27 - $100.81 $182,110 - $205,652
2,040 New
2,040 $205,000
Q1 2022

Apr 26, 2022
SELL
$79.44 - $93.34 $189,384 - $222,522
-2,384 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$83.4 - $93.49 $198,825 - $222,880
2,384 New
2,384 $222,000

Others Institutions Holding DSI

# of Institutions
643
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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