Rise Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Rise Advisors, LLC

  • $249 Million
  • Q3 2025

A detailed history of Rise Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Rise Advisors, LLC holds 1,333 shares of DSI stock, worth $169,011. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,333
Previous 1,330 0.23%
Holding current value
$169,011
Previous $154,000 8.44%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Oct 08, 2025
BUY
$115.96 - $125.95 $347 - $377
3 Added 0.23%
1,333 $167,000
Q2 2025

Jul 08, 2025
BUY
$91.62 - $116.16 $274 - $348
3 Added 0.23%
1,330 $154,000
Q1 2025

May 15, 2025
BUY
$101.98 - $115.66 $305 - $346
3 Added 0.23%
1,327 $135,000
Q4 2024

Jan 07, 2025
BUY
$107.41 - $115.71 $429 - $462
4 Added 0.3%
1,324 $145,000
Q3 2024

Oct 11, 2024
BUY
$97.81 - $108.79 $391 - $435
4 Added 0.3%
1,320 $143,000
Q2 2024

Jul 09, 2024
BUY
$94.27 - $104.77 $282 - $314
3 Added 0.23%
1,316 $136,000
Q1 2024

Apr 09, 2024
BUY
$89.27 - $100.81 $267 - $302
3 Added 0.23%
1,313 $132,000
Q4 2023

Jan 10, 2024
BUY
$77.74 - $91.23 $14,692 - $17,242
189 Added 16.86%
1,310 $119,000
Q2 2023

Jul 10, 2023
BUY
$76.24 - $84.24 $228 - $252
3 Added 0.27%
1,121 $94,000
Q1 2023

Apr 05, 2023
BUY
$71.07 - $79.2 $284 - $316
4 Added 0.36%
1,118 $87,000
Q4 2022

Jan 06, 2023
BUY
$66.36 - $76.94 $265 - $307
4 Added 0.36%
1,114 $0
Q3 2022

Oct 11, 2022
BUY
$66.97 - $81.69 $334 - $408
5 Added 0.45%
1,110 $74,000
Q2 2022

Jul 28, 2022
BUY
$69.6 - $87.62 $208 - $262
3 Added 0.27%
1,105 $79,000
Q1 2022

Apr 22, 2022
BUY
$79.44 - $93.34 $238 - $280
3 Added 0.27%
1,102 $95,000
Q4 2021

Feb 24, 2022
BUY
$83.4 - $93.49 $91,656 - $102,745
1,099 New
1,099 $102 Million

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
Track This Portfolio

Track Rise Advisors, LLC Portfolio

Follow Rise Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Rise Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rise Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email