Svb Wealth LLC Ishares Msci Kld 400 Social Et Transaction History

Svb Wealth LLC

$1.82 Billion
Q3 2025

A detailed history of Svb Wealth LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Svb Wealth LLC holds 4,176 shares of DSI stock, worth $529,475. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,176

Previous 6,487 35.63%

Holding current value

$529,475

Previous $753,000 30.28%

% of portfolio

0.03%

Previous 0.04%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 06, 2025	SELL	$115.96 - $125.95 $267,983 - $291,070	-2,311 Reduced 35.63%	4,176 $525,000
Q2 2025 Aug 13, 2025	BUY	$91.62 - $116.16 $594,338 - $753,529	6,487 New	6,487 $753,000
Q4 2024 Feb 05, 2025	BUY	$107.41 - $115.71 $1.67 Million - $1.8 Million	15,592 New	15,592 $1.72 Million
Q1 2024 May 15, 2024	SELL	$89.27 - $100.81 $469,828 - $530,563	-5,263 Reduced 21.97%	18,693 $1.88 Million
Q4 2023 Jan 30, 2024	SELL	$77.74 - $91.23 $160,766 - $188,663	-2,068 Reduced 7.95%	23,956 $2.18 Million

Q3 2023 Oct 23, 2023	SELL	$80.77 - $87.25 $176,078 - $190,205	-2,180 Reduced 7.73%	26,024 $2.12 Million
Q2 2023 Jul 24, 2023	BUY	$76.24 - $84.24 $85,922 - $94,938	1,127 Added 4.16%	28,204 $2.37 Million
Q1 2023 May 12, 2023	BUY	$71.07 - $79.2 $556,691 - $620,373	7,833 Added 40.7%	27,077 $2.11 Million
Q4 2022 Feb 10, 2023	SELL	$66.36 - $76.94 $30,326 - $35,161	-457 Reduced 2.32%	19,244 $1.38 Million
Q3 2022 Nov 09, 2022	SELL	$66.97 - $81.69 $694,211 - $846,798	-10,366 Reduced 34.48%	19,701 $1.32 Million
Q2 2022 Aug 16, 2022	BUY	$69.6 - $87.62 $6,263 - $7,885	90 Added 0.3%	30,067 $2.16 Million
Q1 2022 May 13, 2022	SELL	$79.44 - $93.34 $13,902 - $16,334	-175 Reduced 0.58%	29,977 $2.6 Million
Q4 2021 Feb 15, 2022	SELL	$83.4 - $93.49 $3.36 Million - $3.77 Million	-40,293 Reduced 57.2%	30,152 $2.8 Million
Q3 2021 Nov 09, 2021	BUY	$82.17 - $87.81 $54,807 - $58,569	667 Added 0.96%	70,445 $5.86 Million
Q2 2021 Aug 13, 2021	SELL	$77.33 - $82.83 $476,352 - $510,232	-6,160 Reduced 8.11%	69,778 $5.78 Million
Q1 2021 May 11, 2021	BUY	$70.61 - $76.36 $929,863 - $1.01 Million	13,169 Added 20.98%	75,938 $5.8 Million
Q4 2020 Feb 10, 2021	BUY	$62.23 - $71.54 $719,316 - $826,930	11,559 Added 22.57%	62,769 $4.49 Million
Q3 2020 Nov 10, 2020	SELL	$59.39 - $68.32 $2.71 Million - $3.12 Million	-45,635 Reduced 47.12%	51,210 $6.55 Million
Q2 2020 Aug 05, 2020	BUY	$46.66 - $61.22 $4.48 Million - $5.88 Million	96,057 Added 12189.97%	96,845 $11.4 Million
Q1 2020 May 11, 2020	SELL	$42.17 - $63.99 $431,188 - $654,297	-10,225 Reduced 92.84%	788 $76,000
Q4 2019 Feb 13, 2020	BUY	$53.71 - $60.35 $67,513 - $75,859	1,257 Added 12.88%	11,013 $1.32 Million
Q3 2019 Nov 01, 2019	BUY	$55.16 - $56.18 $24,656 - $25,112	447 Added 4.8%	9,756 $1.08 Million
Q2 2019 Jul 10, 2019	BUY	N/A	9,309 New	9,309 $1.02 Million

Others Institutions Holding DSI

# of Institutions

646

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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