Cfs Investment Advisory Services, LLC Ishares Msci Kld 400 Social Et Transaction History

Cfs Investment Advisory Services, LLC

  • $1.23 Billion
  • Q3 2025

A detailed history of Cfs Investment Advisory Services, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Cfs Investment Advisory Services, LLC holds 1,734 shares of DSI stock, worth $219,853. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,734
Previous 1,759 1.42%
Holding current value
$219,853
Previous $204,000 6.86%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
SELL
$115.96 - $125.95 $2,899 - $3,148
-25 Reduced 1.42%
1,734 $218,000
Q2 2025

Aug 11, 2025
BUY
$91.62 - $116.16 $161,159 - $204,325
1,759 New
1,759 $204,000
Q2 2022

Aug 16, 2022
SELL
$69.6 - $87.62 $1.06 Million - $1.34 Million
-15,245 Closed
0 $0
Q1 2022

May 27, 2022
BUY
$79.44 - $93.34 $1.21 Million - $1.42 Million
15,245 New
15,245 $0

Others Institutions Holding DSI

# of Institutions
655
Shares Held
24.5M
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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