Financial Services Advisory Inc Ishares Msci Kld 400 Social Et Transaction History

Financial Services Advisory Inc

  • $255 Million
  • Q3 2025

A detailed history of Financial Services Advisory Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Financial Services Advisory Inc holds 9,804 shares of DSI stock, worth $1.24 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
9,804
Previous 2,872 241.36%
Holding current value
$1.24 Million
Previous $333,000 270.57%
% of portfolio
0.48%
Previous 0.16%

Shares

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

Nov 04, 2025
BUY
$115.96 - $125.95 $803,834 - $873,085
6,932 Added 241.36%
9,804 $1.23 Million
Q2 2025

Jul 21, 2025
BUY
$91.62 - $116.16 $263,132 - $333,611
2,872 New
2,872 $333,000
Q4 2024

Feb 06, 2025
BUY
$107.41 - $115.71 $61,008 - $65,723
568 Added 2.25%
25,764 $2.84 Million
Q3 2024

Oct 31, 2024
SELL
$97.81 - $108.79 $42,449 - $47,214
-434 Reduced 1.69%
25,196 $2.74 Million
Q2 2024

Jul 30, 2024
BUY
$94.27 - $104.77 $235,109 - $261,296
2,494 Added 10.78%
25,630 $2.66 Million
Q1 2024

May 06, 2024
SELL
$89.27 - $100.81 $33,297 - $37,602
-373 Reduced 1.59%
23,136 $2.33 Million
Q4 2023

Feb 09, 2024
BUY
$77.74 - $91.23 $390,332 - $458,065
5,021 Added 27.16%
23,509 $2.14 Million
Q3 2023

Oct 16, 2023
SELL
$80.77 - $87.25 $732,180 - $790,921
-9,065 Reduced 32.9%
18,488 $1.51 Million
Q2 2023

Jul 24, 2023
BUY
$76.24 - $84.24 $619,678 - $684,702
8,128 Added 41.84%
27,553 $2.32 Million
Q1 2023

Apr 18, 2023
SELL
$71.07 - $79.2 $915,310 - $1.02 Million
-12,879 Reduced 39.87%
19,425 $1.51 Million
Q4 2022

Feb 07, 2023
BUY
$66.36 - $76.94 $2.14 Million - $2.49 Million
32,304 New
32,304 $2.32 Million
Q1 2022

May 12, 2022
SELL
$79.44 - $93.34 $1.87 Million - $2.2 Million
-23,573 Closed
0 $0
Q4 2021

Feb 08, 2022
BUY
$83.4 - $93.49 $212,336 - $238,025
2,546 Added 12.11%
23,573 $2.19 Million
Q3 2021

Oct 21, 2021
BUY
$82.17 - $87.81 $207,314 - $221,544
2,523 Added 13.63%
21,027 $1.75 Million
Q2 2021

Jul 14, 2021
BUY
$77.33 - $82.83 $197,810 - $211,879
2,558 Added 16.04%
18,504 $1.53 Million
Q1 2021

Apr 09, 2021
BUY
$70.61 - $76.36 $1.13 Million - $1.22 Million
15,946 New
15,946 $1.22 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
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More about DSI
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