A detailed history of Sage View Advisory Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 62,713 shares of DSI stock, worth $6.53 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
62,713
Previous 63,648 1.47%
Holding current value
$6.53 Million
Previous $6.92 Billion 0.15%
% of portfolio
0.3%
Previous 0.35%

Shares

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

Feb 13, 2025

SELL
$107.41 - $115.71 $100,428 - $108,188
-935 Reduced 1.47%
62,713 $6.91 Billion
Q3 2024

Nov 14, 2024

SELL
$97.81 - $108.79 $373,536 - $415,469
-3,819 Reduced 5.66%
63,648 $6.92 Billion
Q2 2024

Aug 14, 2024

BUY
$94.27 - $104.77 $6.36 Million - $7.07 Million
67,467 New
67,467 $7.01 Billion
Q4 2023

Feb 09, 2024

BUY
$77.74 - $91.23 $507,564 - $595,640
6,529 Added 8.33%
84,925 $8.03 Billion
Q3 2023

Nov 02, 2023

SELL
$80.77 - $87.25 $181,086 - $195,614
-2,242 Reduced 2.78%
78,396 $6.38 Billion
Q2 2023

Aug 11, 2023

SELL
$76.24 - $84.24 $282,316 - $311,940
-3,703 Reduced 4.39%
80,638 $6.79 Billion
Q1 2023

May 01, 2023

SELL
$71.07 - $79.2 $181,725 - $202,514
-2,557 Reduced 2.94%
84,341 $6.58 Billion
Q4 2022

Feb 14, 2023

BUY
$66.36 - $76.94 $5.77 Million - $6.69 Million
86,898 New
86,898 $6.24 Billion

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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