Uma Financial Services, Inc. Ishares Msci Kld 400 Social Et Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Uma Financial Services, Inc. holds 181 shares of DSI stock, worth $22,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Previous 181 -0.0%
Holding current value
$22,948
Previous $21,000 4.76%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 11, 2025
SELL
$91.62 - $116.16 $91 - $116
-1 Reduced 0.55%
181 $21,000
Q1 2025

Apr 28, 2025
SELL
$101.98 - $115.66 $101 - $115
-1 Reduced 0.55%
182 $18,000
Q4 2024

Feb 12, 2025
BUY
$107.41 - $115.71 $19,656 - $21,174
183 New
183 $20,000

Others Institutions Holding DSI

# of Institutions
643
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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