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

Sovereign Financial Group, Inc.

  • $426 Million
  • Q4 2024

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 3,804 shares of DSI stock, worth $422,434. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,804
Previous 2,040 86.47%
Holding current value
$422,434
Previous $221,000 89.59%
% of portfolio
0.1%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
593
Shares Held
26.5M
Call Options Held
3K
Put Options Held
800
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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