Wealth Enhancement Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 23,967 shares of DSI stock, worth $2.49 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,967

Previous 18,206 31.64%

Holding current value

$2.49 Million

Previous $2.01 Million 31.64%

% of portfolio

0.01%

Previous 0.0%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$107.41 - $115.71 $618,789 - $666,605	5,761 Added 31.64%	23,967 $2.64 Million
Q4 2024 Jan 10, 2025	BUY	$107.41 - $115.71 $151,985 - $163,729	1,415 Added 8.43%	18,206 $2.01 Million
Q3 2024 Oct 23, 2024	SELL	$97.81 - $108.79 $333,336 - $370,756	-3,408 Reduced 16.87%	16,791 $1.83 Million
Q2 2024 Jul 16, 2024	BUY	$94.27 - $104.77 $138,294 - $153,697	1,467 Added 7.83%	20,199 $2.1 Million
Q1 2024 Apr 15, 2024	SELL	$89.27 - $100.81 $34,279 - $38,711	-384 Reduced 2.01%	18,732 $1.89 Million
Q4 2023 Jan 30, 2024	SELL	$77.74 - $91.23 $903,882 - $1.06 Million	-11,627 Reduced 37.82%	19,116 $1.74 Million
Q3 2023 Nov 13, 2023	BUY	$80.77 - $87.25 $2.48 Million - $2.68 Million	30,743 New	30,743 $2.5 Million
Q2 2022 Jul 18, 2022	BUY	$69.6 - $87.62 $270,744 - $340,841	3,890 Added 12.29%	35,548 $2.64 Million
Q1 2022 Apr 18, 2022	BUY	$79.44 - $93.34 $354,461 - $416,483	4,462 Added 16.41%	31,658 $2.77 Million
Q4 2021 Feb 08, 2022	BUY	$83.4 - $93.49 $1.26 Million - $1.41 Million	15,082 Added 124.5%	27,196 $2.36 Million
Q3 2021 Nov 03, 2021	BUY	$82.17 - $87.81 $995,407 - $1.06 Million	12,114 New	12,114 $1.09 Million

Others Institutions Holding DSI

# of Institutions

615

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Wealth Enhancement Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History