A detailed history of Farther Finance Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Farther Finance Advisors, LLC holds 10,216 shares of DSI stock, worth $1.1 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
10,216
Previous 9,277 10.12%
Holding current value
$1.1 Million
Previous $935 Million 13.59%
% of portfolio
0.05%
Previous 0.06%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$94.27 - $104.77 $88,519 - $98,379
939 Added 10.12%
10,216 $1.06 Billion
Q1 2024

May 13, 2024

BUY
$89.27 - $100.81 $137,207 - $154,944
1,537 Added 19.86%
9,277 $935 Million
Q4 2023

Feb 14, 2024

BUY
$77.74 - $91.23 $128,426 - $150,711
1,652 Added 21.61%
9,297 $846 Million
Q3 2023

Nov 13, 2023

SELL
$80.77 - $87.25 $7,673 - $8,288
-95 Reduced 1.23%
7,645 $622 Million
Q2 2023

May 13, 2024

SELL
$76.24 - $84.24 $15,705 - $17,353
-206 Reduced 2.59%
7,740 $651 Million
Q2 2023

Sep 12, 2023

SELL
$76.24 - $84.24 $15,705 - $17,353
-206 Reduced 2.59%
7,740 $651 Million
Q1 2023

May 13, 2024

SELL
$71.07 - $79.2 $96,015 - $106,999
-1,351 Reduced 14.53%
7,946 $620 Million
Q1 2023

Sep 12, 2023

SELL
$71.07 - $79.2 $749,859 - $835,639
-10,551 Reduced 57.04%
7,946 $620 Million
Q4 2022

Sep 11, 2023

BUY
$66.36 - $76.94 $1.23 Million - $1.42 Million
18,497 New
18,497 $1.33 Billion

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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

Track Farther Finance Advisors, LLC Portfolio

Follow Farther Finance Advisors, LLC 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 Farther Finance Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Farther Finance Advisors, LLC with notifications on news.