Wealthsource Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Wealthsource Partners, LLC holds 24,827 shares of DSI stock, worth $2.81 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
24,827
Previous 23,502 5.64%
Holding current value
$2.81 Million
Previous $1.91 Million 18.14%
% of portfolio
0.15%
Previous 0.13%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$77.74 - $91.23 $103,005 - $120,879
1,325 Added 5.64%
24,827 $2.26 Million
Q3 2023

Nov 09, 2023
SELL
$80.77 - $87.25 $188,194 - $203,292
-2,330 Reduced 9.02%
23,502 $1.91 Million
Q2 2023

Aug 14, 2023
SELL
$76.24 - $84.24 $69,988 - $77,332
-918 Reduced 3.43%
25,832 $2.17 Million
Q1 2023

May 15, 2023
SELL
$71.07 - $79.2 $232,469 - $259,063
-3,271 Reduced 10.9%
26,750 $2.09 Million
Q4 2022

Feb 09, 2023
SELL
$66.36 - $76.94 $9,754 - $11,310
-147 Reduced 0.49%
30,021 $2.16 Million
Q3 2022

Nov 14, 2022
SELL
$66.97 - $81.69 $163,071 - $198,915
-2,435 Reduced 7.47%
30,168 $2.02 Million
Q2 2022

Aug 10, 2022
BUY
$69.6 - $87.62 $1.46 Million - $1.83 Million
20,916 Added 178.97%
32,603 $2.34 Million
Q1 2022

May 09, 2022
BUY
$79.44 - $93.34 $492,845 - $579,081
6,204 Added 113.15%
11,687 $1.01 Million
Q4 2021

Feb 14, 2022
SELL
$83.4 - $93.49 $74,059 - $83,019
-888 Reduced 13.94%
5,483 $509,000
Q3 2021

Nov 18, 2021
SELL
$82.17 - $87.81 $680,531 - $727,242
-8,282 Reduced 56.52%
6,371 $530,000
Q2 2021

Nov 18, 2021
SELL
$77.33 - $82.83 $168,656 - $180,652
-2,181 Reduced 12.96%
14,653 $1.21 Million
Q1 2021

Jun 21, 2021
SELL
$70.61 - $76.36 $668,888 - $723,358
-9,473 Reduced 36.01%
16,834 $1.29 Million
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $968,858 - $1.11 Million
15,569 Added 144.99%
26,307 $1.88 Million
Q3 2020

Nov 16, 2020
BUY
$59.39 - $68.32 $183,515 - $211,108
3,090 Added 40.4%
10,738 $0
Q2 2020

Aug 17, 2020
SELL
$46.66 - $61.22 $47,593 - $62,444
-1,020 Reduced 11.77%
7,648 $903,000
Q1 2020

May 12, 2020
BUY
$42.17 - $63.99 $238,935 - $362,567
5,666 Added 188.74%
8,668 $844,000
Q4 2019

Feb 12, 2020
BUY
$53.71 - $60.35 $161,237 - $181,170
3,002 New
3,002 $361,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
Call Options Held
3K
Put Options Held
800
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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