Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 12, 2025

SELL
$91.62 - $116.16 $293,184 - $371,712
-3,200 Reduced 50.0%
3,200 $371,000
Q1 2025

May 14, 2025

BUY
$101.98 - $115.66 $326,336 - $370,112
3,200 Added 100.0%
6,400 $655,000
Q4 2024

Feb 05, 2025

BUY
$107.41 - $115.71 $264,336 - $284,762
2,461 Added 333.02%
3,200 $352,000
Q3 2024

Nov 06, 2024

BUY
$97.81 - $108.79 $72,281 - $80,395
739 New
739 $80,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Srs Capital Advisors, Inc. Portfolio

Follow Srs Capital Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.