A detailed history of Rockingstone Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Rockingstone Advisors LLC holds 4,726 shares of DSI stock, worth $512,251. This represents 0.25% of its overall portfolio holdings.

Number of Shares
4,726
Previous 4,726 -0.0%
Holding current value
$512,251
Previous $491 Million 4.76%
% of portfolio
0.25%
Previous 0.25%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 09, 2024

SELL
$89.27 - $100.81 $14,283 - $16,129
-160 Reduced 3.27%
4,726 $476 Million
Q4 2023

Jul 09, 2024

SELL
$77.74 - $91.23 $31,095 - $36,492
-400 Reduced 7.57%
4,886 $445 Million
Q4 2022

Jul 09, 2024

BUY
$66.36 - $76.94 $350,778 - $406,704
5,286 New
5,286 $379 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Rockingstone Advisors LLC Portfolio

Follow Rockingstone 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 Rockingstone Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rockingstone Advisors LLC with notifications on news.