Francis Financial, Inc. Ishares Msci Kld 400 Social Et Transaction History

Francis Financial, Inc.

  • $402 Million
  • Q4 2024

A detailed history of Francis Financial, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Francis Financial, Inc. holds 102,385 shares of DSI stock, worth $10.7 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
102,385
Previous 106,118 3.52%
Holding current value
$10.7 Million
Previous $11.5 Million 2.23%
% of portfolio
2.8%
Previous 3.35%

Shares

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

Feb 14, 2025
SELL
$107.41 - $115.71 $400,961 - $431,945
-3,733 Reduced 3.52%
102,385 $11.3 Million
Q3 2024

Nov 01, 2024
SELL
$97.81 - $108.79 $1.58 Million - $1.76 Million
-16,136 Reduced 13.2%
106,118 $11.5 Million
Q2 2024

Jul 12, 2024
SELL
$94.27 - $104.77 $1.03 Million - $1.14 Million
-10,893 Reduced 8.18%
122,254 $12.7 Million
Q1 2024

Apr 17, 2024
SELL
$89.27 - $100.81 $215,497 - $243,355
-2,414 Reduced 1.78%
133,147 $13.4 Million
Q4 2023

Jan 18, 2024
SELL
$77.74 - $91.23 $48,354 - $56,745
-622 Reduced 0.46%
135,561 $12.3 Million
Q3 2023

Oct 24, 2023
BUY
$80.77 - $87.25 $118,489 - $127,995
1,467 Added 1.09%
136,183 $11.1 Million
Q2 2023

Jul 26, 2023
BUY
$76.24 - $84.24 $650,555 - $718,819
8,533 Added 6.76%
134,716 $11.3 Million
Q1 2023

May 03, 2023
BUY
$71.07 - $79.2 $251,303 - $280,051
3,536 Added 2.88%
126,183 $9.84 Million
Q4 2022

Feb 07, 2023
BUY
$66.36 - $76.94 $197,288 - $228,742
2,973 Added 2.48%
122,647 $8.8 Million
Q3 2022

Oct 13, 2022
BUY
$66.97 - $81.69 $1.47 Million - $1.79 Million
21,911 Added 22.41%
119,674 $8.02 Million
Q2 2022

Sep 08, 2022
BUY
$69.6 - $87.62 $6.8 Million - $8.57 Million
97,763 New
97,763 $7.32 Million

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
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