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

Sax Wealth Advisors, LLC

$2.07 Billion
Q4 2025

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 13,678 shares of DSI stock, worth $1.73 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

13,678

Previous 13,206 3.57%

Holding current value

$1.73 Million

Previous $1.66 Million 4.27%

% of portfolio

0.08%

Previous 0.09%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$123.63 - $130.75 $58,353 - $61,714	472 Added 3.57%	13,678 $1.73 Million
Q3 2025 Oct 20, 2025	BUY	$115.96 - $125.95 $59,139 - $64,234	510 Added 4.02%	13,206 $1.66 Million
Q2 2025 Jul 23, 2025	BUY	$91.62 - $116.16 $69,997 - $88,746	764 Added 6.4%	12,696 $1.47 Million
Q1 2025 May 14, 2025	BUY	$101.98 - $115.66 $845,924 - $959,399	8,295 Added 228.07%	11,932 $1.22 Million
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

649

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