Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Savvy Advisors, Inc.

$2.99 Billion
Q4 2025

A detailed history of Savvy Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Savvy Advisors, Inc. holds 11,543 shares of DSI stock, worth $1.46 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

11,543

Previous 6,790 70.0%

Holding current value

$1.46 Million

Previous $855,000 71.11%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$123.63 - $130.75 $587,613 - $621,454	4,753 Added 70.0%	11,543 $1.46 Million
Q3 2025 Nov 06, 2025	SELL	$115.96 - $125.95 $7,421 - $8,060	-64 Reduced 0.93%	6,790 $855,000
Q2 2025 Aug 04, 2025	BUY	$91.62 - $116.16 $30,875 - $39,145	337 Added 5.17%	6,854 $796,000
Q1 2025 May 12, 2025	SELL	$101.98 - $115.66 $23,353 - $26,486	-229 Reduced 3.39%	6,517 $667,000
Q4 2024 Feb 13, 2025	BUY	$107.41 - $115.71 $358,104 - $385,777	3,334 Added 97.71%	6,746 $743,000

Q3 2024 Nov 05, 2024	BUY	$97.81 - $108.79 $10,954 - $12,184	112 Added 3.39%	3,412 $371 Million
Q2 2024 Aug 14, 2024	BUY	$94.27 - $104.77 $311,091 - $345,741	3,300 New	3,300 $343 Million

Others Institutions Holding DSI

# of Institutions

652

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Savvy Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History