Soa Wealth Advisors, Llc. Ishares Msci Kld 400 Social Et Transaction History

Soa Wealth Advisors, Llc.

  • $532 Million
  • Q4 2024

A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 49,115 shares of DSI stock, worth $5.5 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
49,115
Previous 50,481 2.71%
Holding current value
$5.5 Million
Previous $5.49 Million 1.4%
% of portfolio
1.02%
Previous 1.06%

Shares

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

Jan 28, 2025
SELL
$107.41 - $115.71 $146,722 - $158,059
-1,366 Reduced 2.71%
49,115 $5.41 Million
Q3 2024

Oct 08, 2024
SELL
$97.81 - $108.79 $151,703 - $168,733
-1,551 Reduced 2.98%
50,481 $5.49 Million
Q2 2024

Jul 17, 2024
SELL
$94.27 - $104.77 $736,531 - $818,568
-7,813 Reduced 13.06%
52,032 $5.4 Million
Q1 2024

Apr 10, 2024
SELL
$89.27 - $100.81 $120,335 - $135,891
-1,348 Reduced 2.2%
59,845 $6.03 Million
Q4 2023

Jan 10, 2024
SELL
$77.74 - $91.23 $51,619 - $60,576
-664 Reduced 1.07%
61,193 $5.57 Million
Q3 2023

Oct 10, 2023
SELL
$80.77 - $87.25 $265,894 - $287,227
-3,292 Reduced 5.05%
61,857 $5.04 Million
Q2 2023

Jul 07, 2023
SELL
$76.24 - $84.24 $465,140 - $513,948
-6,101 Reduced 8.56%
65,149 $5.48 Million
Q1 2023

Apr 28, 2023
BUY
$71.07 - $79.2 $93,528 - $104,227
1,316 Added 1.88%
71,250 $5.56 Million
Q4 2022

Jan 10, 2023
SELL
$66.36 - $76.94 $76,181 - $88,327
-1,148 Reduced 1.62%
69,934 $0
Q3 2022

Oct 07, 2022
BUY
$66.97 - $81.69 $182,225 - $222,278
2,721 Added 3.98%
71,082 $4.76 Million
Q2 2022

Jul 13, 2022
SELL
$69.6 - $87.62 $393,379 - $495,228
-5,652 Reduced 7.64%
68,361 $4.92 Million
Q1 2022

Apr 07, 2022
BUY
$79.44 - $93.34 $5,004 - $5,880
63 Added 0.09%
74,013 $6.41 Million
Q4 2021

Jan 13, 2022
BUY
$83.4 - $93.49 $19,348 - $21,689
232 Added 0.31%
73,950 $6.88 Million
Q3 2021

Oct 12, 2021
SELL
$82.17 - $87.81 $206,821 - $221,017
-2,517 Reduced 3.3%
73,718 $6.13 Million
Q2 2021

Jul 14, 2021
SELL
$77.33 - $82.83 $527,931 - $565,480
-6,827 Reduced 8.22%
76,235 $6.31 Million
Q1 2021

Apr 26, 2021
SELL
$70.61 - $76.36 $24,501 - $26,496
-347 Reduced 0.42%
83,062 $6.34 Million
Q4 2020

Mar 10, 2021
BUY
$62.23 - $71.54 $5.19 Million - $5.97 Million
83,409 New
83,409 $6.25 Million

Others Institutions Holding DSI

# of Institutions
587
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Soa Wealth Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email