Topel & Distasi Wealth Management, LLC Ishares Msci Kld 400 Social Et Transaction History

Topel & Distasi Wealth Management, LLC

  • $203 Million
  • Q3 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 25,447 shares of DSI stock, worth $3.23 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
25,447
Previous 25,866 1.62%
Holding current value
$3.23 Million
Previous $3 Million 6.69%
% of portfolio
1.58%
Previous 1.58%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
SELL
$115.96 - $125.95 $48,587 - $52,773
-419 Reduced 1.62%
25,447 $3.21 Million
Q2 2025

Aug 07, 2025
BUY
$91.62 - $116.16 $82,366 - $104,427
899 Added 3.6%
25,866 $3 Million
Q1 2025

May 09, 2025
BUY
$101.98 - $115.66 $469,821 - $532,845
4,607 Added 22.63%
24,967 $2.56 Million
Q4 2024

Jan 30, 2025
SELL
$107.41 - $115.71 $16,648 - $17,935
-155 Reduced 0.76%
20,360 $2.24 Million
Q3 2024

Nov 12, 2024
BUY
$97.81 - $108.79 $55,849 - $62,119
571 Added 2.86%
20,515 $2.23 Million
Q2 2024

Aug 09, 2024
SELL
$94.27 - $104.77 $9,992 - $11,105
-106 Reduced 0.53%
19,944 $2.07 Million
Q1 2024

May 06, 2024
BUY
$89.27 - $100.81 $11,962 - $13,508
134 Added 0.67%
20,050 $2.02 Million
Q4 2023

Jan 12, 2024
SELL
$77.74 - $91.23 $61,881 - $72,619
-796 Reduced 3.84%
19,916 $1.81 Million
Q3 2023

Nov 06, 2023
BUY
$80.77 - $87.25 $112,108 - $121,103
1,388 Added 7.18%
20,712 $1.69 Million
Q1 2023

May 12, 2023
BUY
$71.07 - $79.2 $278,594 - $310,464
3,920 Added 25.45%
19,324 $1.51 Million
Q4 2022

Jan 31, 2023
BUY
$66.36 - $76.94 $5,441 - $6,309
82 Added 0.54%
15,404 $1.11 Million
Q3 2022

Nov 21, 2022
SELL
$66.97 - $81.69 $38,976 - $47,543
-582 Reduced 3.66%
15,322 $1.13 Million
Q2 2022

Aug 05, 2022
BUY
$69.6 - $87.62 $71,688 - $90,248
1,030 Added 6.92%
15,904 $1.14 Million
Q1 2022

Apr 21, 2022
BUY
$79.44 - $93.34 $92,388 - $108,554
1,163 Added 8.48%
14,874 $1.29 Million
Q4 2021

Feb 23, 2022
BUY
$83.4 - $93.49 $1.14 Million - $1.28 Million
13,711 New
13,711 $1.27 Million

Others Institutions Holding DSI

# of Institutions
655
Shares Held
24.6M
Call Options Held
0
Put Options Held
2.5K
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 Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi Wealth Management, 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 Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email