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

Sovereign Financial Group, Inc.

  • $536 Million
  • Q4 2025

A detailed history of Sovereign Financial Group, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,147 shares of DSI stock, worth $399,008. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,147
Previous 3,255 3.32%
Holding current value
$399,008
Previous $409,000 2.44%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$123.63 - $130.75 $13,352 - $14,121
-108 Reduced 3.32%
3,147 $399,000
Q3 2025

Oct 17, 2025
BUY
$115.96 - $125.95 $11,711 - $12,720
101 Added 3.2%
3,255 $409,000
Q2 2025

Jul 25, 2025
SELL
$91.62 - $116.16 $66,516 - $84,332
-726 Reduced 18.71%
3,154 $366,000
Q1 2025

Apr 11, 2025
BUY
$101.98 - $115.66 $7,750 - $8,790
76 Added 2.0%
3,880 $395,000
Q4 2024

Jan 14, 2025
BUY
$107.41 - $115.71 $189,471 - $204,112
1,764 Added 86.47%
3,804 $419,000
Q1 2024

Apr 15, 2024
BUY
$89.27 - $100.81 $182,110 - $205,652
2,040 New
2,040 $205,000

Others Institutions Holding DSI

# of Institutions
655
Shares Held
24.6M
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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