Ulland Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Ulland Investment Advisors, LLC

  • $125 Million
  • Q4 2025

A detailed history of Ulland Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 5,500 shares of DSI stock, worth $697,345. This represents 0.57% of its overall portfolio holdings.

Number of Shares
5,500
Previous 5,850 5.98%
Holding current value
$697,345
Previous $737,000 3.8%
% of portfolio
0.57%
Previous 0.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026
SELL
$123.63 - $130.75 $43,270 - $45,762
-350 Reduced 5.98%
5,500 $709,000
Q3 2025

Nov 13, 2025
SELL
$115.96 - $125.95 $18,553 - $20,152
-160 Reduced 2.66%
5,850 $737,000
Q2 2025

Jul 24, 2025
SELL
$91.62 - $116.16 $22,905 - $29,040
-250 Reduced 3.99%
6,010 $698,000
Q1 2025

Apr 15, 2025
SELL
$101.98 - $115.66 $815,840 - $925,280
-8,000 Reduced 56.1%
6,260 $641,000
Q4 2021

Feb 16, 2022
BUY
$83.4 - $93.49 $1.19 Million - $1.33 Million
14,260 New
14,260 $1.33 Million

Others Institutions Holding DSI

# of Institutions
649
Shares Held
24.4M
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
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