A detailed history of Coordinated Financial Services, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 3,994 shares of DSI stock, worth $506,399. This represents 0.32% of its overall portfolio holdings.

Number of Shares
3,994
Previous 3,956 0.96%
Holding current value
$506,399
Previous $460 Million 9.47%
% of portfolio
0.32%
Previous 0.32%

Shares

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

Oct 30, 2025

BUY
$115.96 - $125.95 $4,406 - $4,786
38 Added 0.96%
3,994 $503 Million
Q4 2024

Feb 07, 2025

BUY
$107.41 - $115.71 $424,913 - $457,748
3,956 New
3,956 $436 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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