Valtinson Bruner Financial Planning LLC Ishares Msci Kld 400 Social Et Transaction History

Valtinson Bruner Financial Planning LLC

  • $272 Million
  • Q3 2025

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 2,514 shares of DSI stock, worth $318,750. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,514
Previous 2,331 7.85%
Holding current value
$318,750
Previous $270,000 17.04%
% of portfolio
0.12%
Previous 0.1%

Shares

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

Nov 04, 2025
BUY
$115.96 - $125.95 $21,220 - $23,048
183 Added 7.85%
2,514 $316,000
Q2 2025

Aug 06, 2025
BUY
$91.62 - $116.16 $11,910 - $15,100
130 Added 5.91%
2,331 $270,000
Q1 2025

May 14, 2025
SELL
$101.98 - $115.66 $16,112 - $18,274
-158 Reduced 6.7%
2,201 $225,000
Q4 2024

Feb 10, 2025
BUY
$107.41 - $115.71 $253,380 - $272,959
2,359 New
2,359 $260,000

Others Institutions Holding DSI

# of Institutions
656
Shares Held
24.5M
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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