Smith & Howard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Smith & Howard Wealth Management, LLC

$351 Million
Q3 2025

A detailed history of Smith & Howard Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Smith & Howard Wealth Management, LLC holds 2,038 shares of DSI stock, worth $258,398. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,038

Previous 2,038 -0.0%

Holding current value

$258,398

Previous $236,000 8.47%

% of portfolio

0.07%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$91.62 - $116.16 $3,664 - $4,646	-40 Reduced 1.92%	2,038 $236,000
Q1 2025 Apr 22, 2025	SELL	$101.98 - $115.66 $4,589 - $5,204	-45 Reduced 2.12%	2,078 $212,000
Q3 2024 Oct 23, 2024	SELL	$97.81 - $108.79 $3,618 - $4,025	-37 Reduced 1.71%	2,123 $230,000
Q1 2024 Apr 15, 2024	BUY	$89.27 - $100.81 $192,823 - $217,749	2,160 New	2,160 $217,000
Q2 2023 Jul 17, 2023	SELL	$76.24 - $84.24 $13,723 - $15,163	-180 Reduced 4.88%	3,505 $295,000

Q4 2022 Feb 06, 2023	BUY	$66.36 - $76.94 $39,816 - $46,164	600 Added 19.45%	3,685 $264,000
Q3 2022 Oct 18, 2022	BUY	$66.97 - $81.69 $206,602 - $252,013	3,085 New	3,085 $207,000

Others Institutions Holding DSI

# of Institutions

643

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

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith & Howard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smith & Howard Wealth Management, LLC with notifications on news.

Account

Smith & Howard Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History