Beacon Financial Group Ishares Msci Kld 400 Social Et Transaction History

Beacon Financial Group

  • $886 Million
  • Q4 2024

A detailed history of Beacon Financial Group transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Beacon Financial Group holds 3,209 shares of DSI stock, worth $327,350. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,209
Previous 3,217 0.25%
Holding current value
$327,350
Previous $349,000 1.15%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jan 29, 2025
SELL
$107.41 - $115.71 $859 - $925
-8 Reduced 0.25%
3,209 $353,000
Q3 2024

Nov 12, 2024
SELL
$97.81 - $108.79 $31,690 - $35,247
-324 Reduced 9.15%
3,217 $349,000
Q2 2024

Aug 06, 2024
BUY
$94.27 - $104.77 $22,436 - $24,935
238 Added 7.21%
3,541 $367,000
Q1 2024

May 07, 2024
BUY
$89.27 - $100.81 $4,284 - $4,838
48 Added 1.47%
3,303 $332,000
Q4 2023

Feb 23, 2024
BUY
$77.74 - $91.23 $253,043 - $296,953
3,255 New
3,255 $296,000
Q3 2022

Oct 13, 2022
BUY
$66.97 - $81.69 $274,643 - $335,010
4,101 New
4,101 $279,000

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

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Beacon Financial Group Portfolio

Follow Beacon Financial Group 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 Beacon Financial Group, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email