Sax Wealth Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 3,637 shares of DSI stock, worth $377,702. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,637
Previous 3,522 3.27%
Holding current value
$377,702
Previous $383,000 4.44%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 15, 2025
BUY
$107.41 - $115.71 $12,352 - $13,306
115 Added 3.27%
3,637 $400,000
Q3 2024

Oct 17, 2024
BUY
$97.81 - $108.79 $82,160 - $91,383
840 Added 31.32%
3,522 $383,000
Q2 2024

Jul 12, 2024
BUY
$94.27 - $104.77 $252,832 - $280,993
2,682 New
2,682 $278,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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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