Paradigm Financial Partners, LLC Ishares Msci Kld 400 Social Et Transaction History

Paradigm Financial Partners, LLC

  • $937 Million
  • Q3 2025

A detailed history of Paradigm Financial Partners, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 2,772 shares of DSI stock, worth $351,461. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,772
Previous 2,771 0.04%
Holding current value
$351,461
Previous $321,000 8.72%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 12, 2025
BUY
$115.96 - $125.95 $115 - $125
1 Added 0.04%
2,772 $349,000
Q2 2025

Jul 17, 2025
SELL
$91.62 - $116.16 $45,443 - $57,615
-496 Reduced 15.18%
2,771 $321,000
Q4 2024

Feb 13, 2025
BUY
$107.41 - $115.71 $107 - $115
1 Added 0.03%
3,267 $360,000
Q3 2024

Nov 14, 2024
BUY
$97.81 - $108.79 $319,447 - $355,308
3,266 New
3,266 $355,000

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
  • Industry ETFs
More about DSI
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