Brown Financial Advisors Ishares Msci Kld 400 Social Et Transaction History

Brown Financial Advisors

  • $271 Billion
  • Q3 2025

A detailed history of Brown Financial Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Brown Financial Advisors holds 2,300 shares of DSI stock, worth $291,617. This represents 0.11% of its overall portfolio holdings.

Number of Shares
2,300
Previous 2,300 -0.0%
Holding current value
$291,617
Previous $267 Million 8.43%
% of portfolio
0.11%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$101.98 - $115.66 $3,875 - $4,395
38 Added 1.68%
2,300 $236 Million
Q2 2024

Aug 30, 2024
BUY
$94.27 - $104.77 $213,238 - $236,989
2,262 New
2,262 $235 Million

Others Institutions Holding DSI

# of Institutions
642
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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