Shepherd Financial Partners LLC Ishares Msci Kld 400 Social Et Transaction History

Shepherd Financial Partners LLC

  • $976 Million
  • Q3 2025

A detailed history of Shepherd Financial Partners LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 19,665 shares of DSI stock, worth $2.49 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
19,665
Previous 20,875 5.8%
Holding current value
$2.49 Million
Previous $2.42 Million 2.15%
% of portfolio
0.25%
Previous 0.27%

Shares

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

Nov 06, 2025
SELL
$115.96 - $125.95 $140,311 - $152,399
-1,210 Reduced 5.8%
19,665 $2.48 Million
Q2 2025

Aug 13, 2025
SELL
$91.62 - $116.16 $129,092 - $163,669
-1,409 Reduced 6.32%
20,875 $2.42 Million
Q1 2025

Apr 18, 2025
SELL
$101.98 - $115.66 $357,031 - $404,925
-3,501 Reduced 13.58%
22,284 $2.27 Million
Q4 2024

Jan 28, 2025
SELL
$107.41 - $115.71 $124,595 - $134,223
-1,160 Reduced 4.31%
25,785 $2.84 Million
Q3 2024

Oct 28, 2024
SELL
$97.81 - $108.79 $166,374 - $185,051
-1,701 Reduced 5.94%
26,945 $2.93 Million
Q2 2024

Aug 07, 2024
SELL
$94.27 - $104.77 $127,830 - $142,068
-1,356 Reduced 4.52%
28,646 $2.97 Million
Q1 2024

Apr 22, 2024
SELL
$89.27 - $100.81 $27,495 - $31,049
-308 Reduced 1.02%
30,002 $3.02 Million
Q4 2023

Feb 12, 2024
SELL
$77.74 - $91.23 $49,209 - $57,748
-633 Reduced 2.05%
30,310 $2.76 Million
Q3 2023

Nov 08, 2023
SELL
$80.77 - $87.25 $68,977 - $74,511
-854 Reduced 2.69%
30,943 $2.52 Million
Q2 2023

Aug 11, 2023
SELL
$76.24 - $84.24 $51,995 - $57,451
-682 Reduced 2.1%
31,797 $2.68 Million
Q1 2023

May 01, 2023
SELL
$71.07 - $79.2 $43,281 - $48,232
-609 Reduced 1.84%
32,479 $2.53 Million
Q4 2022

Feb 14, 2023
BUY
$66.36 - $76.94 $170,213 - $197,351
2,565 Added 8.4%
33,088 $2.38 Million
Q3 2022

Nov 09, 2022
BUY
$66.97 - $81.69 $24,979 - $30,470
373 Added 1.24%
30,523 $2.04 Million
Q2 2022

Aug 15, 2022
BUY
$69.6 - $87.62 $33,547 - $42,232
482 Added 1.62%
30,150 $2.17 Million
Q1 2022

May 13, 2022
SELL
$79.44 - $93.34 $90,799 - $106,687
-1,143 Reduced 3.71%
29,668 $2.57 Million
Q4 2021

Feb 14, 2022
BUY
$83.4 - $93.49 $119,512 - $133,971
1,433 Added 4.88%
30,811 $2.86 Million
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $132,375 - $141,461
1,611 Added 5.8%
29,378 $2.44 Million
Q2 2021

Aug 16, 2021
BUY
$77.33 - $82.83 $19,100 - $20,459
247 Added 0.9%
27,767 $2.3 Million
Q1 2021

May 14, 2021
SELL
$70.61 - $76.36 $207,734 - $224,651
-2,942 Reduced 9.66%
27,520 $2.1 Million
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $981,180 - $1.13 Million
15,767 Added 107.29%
30,462 $2.18 Million
Q3 2020

Nov 16, 2020
SELL
$59.39 - $68.32 $80,057 - $92,095
-1,348 Reduced 8.4%
14,695 $1.88 Million
Q2 2020

Aug 05, 2020
SELL
$46.66 - $61.22 $33,968 - $44,568
-728 Reduced 4.34%
16,043 $1.89 Million
Q1 2020

May 07, 2020
SELL
$42.17 - $63.99 $152,781 - $231,835
-3,623 Reduced 17.77%
16,771 $1.63 Million
Q4 2019

Jan 31, 2020
BUY
$53.71 - $60.35 $24,975 - $28,062
465 Added 2.33%
20,394 $2.45 Million
Q3 2019

Nov 25, 2019
BUY
$55.16 - $56.18 $80,699 - $82,191
1,463 Added 7.92%
19,929 $2.21 Million
Q2 2019

Aug 05, 2019
SELL
N/A
-330 Reduced 1.76%
18,466 $2.02 Million
Q1 2019

Apr 29, 2019
BUY
N/A
2,568 Added 15.82%
18,796 $1.98 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-2,836 Reduced 14.88%
16,228 $1.51 Million
Q3 2018

Oct 16, 2018
SELL
N/A
-18 Reduced 0.09%
19,064 $1.93 Million
Q2 2018

Aug 02, 2018
BUY
N/A
6,324 Added 49.57%
19,082 $1.93 Million
Q1 2018

May 01, 2018
BUY
N/A
1,234 Added 10.71%
12,758 $1.25 Million
Q4 2017

Feb 14, 2018
BUY
N/A
1,322 Added 12.96%
11,524 $1.13 Million
Q3 2017

Nov 13, 2017
BUY
N/A
10,202
10,202 $959,000

Others Institutions Holding DSI

# of Institutions
647
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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  • Sector ETFs
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