Walkner Condon Financial Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 4,780 shares of DSI stock, worth $461,987. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,780
Previous 4,515 5.87%
Holding current value
$461,987
Previous $491,000 7.13%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Jan 29, 2025
BUY
$107.41 - $115.71 $28,463 - $30,663
265 Added 5.87%
4,780 $526,000
Q3 2024

Oct 31, 2024
SELL
$97.81 - $108.79 $4,792 - $5,330
-49 Reduced 1.07%
4,515 $491,000
Q2 2024

Jul 26, 2024
SELL
$94.27 - $104.77 $3,299 - $3,666
-35 Reduced 0.76%
4,564 $473,000
Q4 2023

Jan 23, 2024
BUY
$77.74 - $91.23 $49,675 - $58,295
639 Added 16.14%
4,599 $418,000
Q3 2023

Oct 19, 2023
BUY
$80.77 - $87.25 $7,673 - $8,288
95 Added 2.46%
3,960 $322,000
Q1 2023

Apr 20, 2023
SELL
$71.07 - $79.2 $3,624 - $4,039
-51 Reduced 1.3%
3,865 $301,000
Q4 2022

Jan 25, 2023
BUY
$66.36 - $76.94 $9,954 - $11,541
150 Added 3.98%
3,916 $0
Q3 2022

Oct 28, 2022
BUY
$66.97 - $81.69 $252,209 - $307,644
3,766 New
3,766 $252,000
Q1 2022

May 03, 2022
SELL
$79.44 - $93.34 $178,422 - $209,641
-2,246 Closed
0 $0
Q4 2021

Feb 11, 2022
BUY
$83.4 - $93.49 $187,316 - $209,978
2,246 New
2,246 $0
Q1 2021

Apr 13, 2021
SELL
$70.61 - $76.36 $313,649 - $339,191
-4,442 Closed
0 $0
Q4 2020

Jan 12, 2021
BUY
$62.23 - $71.54 $276,425 - $317,780
4,442 New
4,442 $318,000

Others Institutions Holding DSI

# of Institutions
618
Shares Held
27.6M
Call Options Held
3.1K
Put Options Held
1.6K
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 Walkner Condon Financial Advisors LLC Portfolio

Follow Walkner Condon Financial 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 Walkner Condon Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Walkner Condon Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email