Advisor Net Financial, Inc Ishares Msci Kld 400 Social Et Transaction History

Advisor Net Financial, Inc

  • $1.66 Billion
  • Q3 2025

A detailed history of Advisor Net Financial, Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Advisor Net Financial, Inc holds 5,142 shares of DSI stock, worth $647,532. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,142
Previous 5,136 0.12%
Holding current value
$647,532
Previous $596,000 8.56%
% of portfolio
0.04%
Previous 0.04%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
BUY
$115.96 - $125.95 $695 - $755
6 Added 0.12%
5,142 $647,000
Q2 2025

Jul 14, 2025
BUY
$91.62 - $116.16 $3,115 - $3,949
34 Added 0.67%
5,136 $596,000
Q1 2025

Apr 07, 2025
BUY
$101.98 - $115.66 $9,382 - $10,640
92 Added 1.84%
5,102 $520,000
Q4 2024

Jan 13, 2025
SELL
$107.41 - $115.71 $127,817 - $137,694
-1,190 Reduced 19.19%
5,010 $552,000
Q3 2024

Oct 15, 2024
SELL
$97.81 - $108.79 $10,172 - $11,314
-104 Reduced 1.65%
6,200 $674,000
Q2 2024

Jul 16, 2024
BUY
$94.27 - $104.77 $5,373 - $5,971
57 Added 0.91%
6,304 $654,000
Q1 2024

Apr 12, 2024
SELL
$89.27 - $100.81 $38,921 - $43,953
-436 Reduced 6.52%
6,247 $629,000
Q4 2023

Jan 19, 2024
BUY
$77.74 - $91.23 $1,943 - $2,280
25 Added 0.38%
6,683 $608,000
Q3 2023

Oct 12, 2023
BUY
$80.77 - $87.25 $161 - $174
2 Added 0.03%
6,658 $542,000
Q2 2023

Jul 14, 2023
SELL
$76.24 - $84.24 $16,239 - $17,943
-213 Reduced 3.1%
6,656 $560,000
Q1 2023

Apr 28, 2023
SELL
$71.07 - $79.2 $204,539 - $227,937
-2,878 Reduced 29.53%
6,869 $535,000
Q4 2022

Jan 13, 2023
SELL
$66.36 - $76.94 $48,973 - $56,781
-738 Reduced 7.04%
9,747 $0
Q3 2022

Oct 04, 2022
BUY
$66.97 - $81.69 $265,669 - $324,064
3,967 Added 60.86%
10,485 $702,000
Q2 2022

Jul 07, 2022
BUY
$69.6 - $87.62 $7,099 - $8,937
102 Added 1.59%
6,518 $469,000
Q1 2022

Apr 14, 2022
BUY
$79.44 - $93.34 $60,692 - $71,311
764 Added 13.52%
6,416 $556,000
Q4 2021

Jan 19, 2022
BUY
$83.4 - $93.49 $12,176 - $13,649
146 Added 2.65%
5,652 $525,000
Q3 2021

Oct 15, 2021
BUY
$82.17 - $87.81 $23,418 - $25,025
285 Added 5.46%
5,506 $458,000
Q2 2021

Jul 06, 2021
BUY
$77.33 - $82.83 $141,591 - $151,661
1,831 Added 54.01%
5,221 $432,000
Q1 2021

Apr 14, 2021
BUY
$70.61 - $76.36 $5,790 - $6,261
82 Added 2.48%
3,390 $259,000
Q4 2020

Feb 04, 2021
BUY
$62.23 - $71.54 $59,491 - $68,392
956 Added 40.65%
3,308 $237,000
Q3 2020

Nov 06, 2020
BUY
$59.39 - $68.32 $10,690 - $12,297
180 Added 8.29%
2,352 $301,000
Q2 2020

Aug 26, 2020
BUY
$46.66 - $61.22 $2,519 - $3,305
54 Added 2.55%
2,172 $256,000
Q1 2020

May 14, 2020
BUY
$42.17 - $63.99 $168 - $255
4 Added 0.19%
2,118 $206,000
Q4 2019

Feb 12, 2020
BUY
$53.71 - $60.35 $429 - $482
8 Added 0.38%
2,114 $254,000
Q3 2019

Oct 23, 2019
BUY
$55.16 - $56.18 $24,104 - $24,550
437 Added 26.18%
2,106 $234,000
Q2 2019

Jul 15, 2019
BUY
N/A
3 Added 0.18%
1,669 $183,000
Q1 2019

May 14, 2019
SELL
N/A
-36 Reduced 2.12%
1,666 $176,000
Q4 2018

Feb 08, 2019
BUY
N/A
668 Added 64.6%
1,702 $158,000
Q3 2018

Nov 14, 2018
BUY
N/A
5 Added 0.49%
1,034 $110,000
Q2 2018

Jul 27, 2018
SELL
N/A
-16 Reduced 1.53%
1,029 $104,000
Q4 2017

Feb 27, 2018
BUY
N/A
1,045
1,045 $103,000

Others Institutions Holding DSI

# of Institutions
631
Shares Held
24.8M
Call Options Held
0
Put Options Held
0
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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