Baron Financial Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Baron Financial Group, LLC

  • $163 Million
  • Q3 2024

A detailed history of Baron Financial Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Baron Financial Group, LLC holds 1,930 shares of DSI stock, worth $215,484. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,930
Previous 1,940 0.52%
Holding current value
$215,484
Previous $201,000 3.98%
% of portfolio
0.13%
Previous 0.13%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024
SELL
$97.81 - $108.79 $978 - $1,087
-10 Reduced 0.52%
1,930 $209,000
Q2 2024

Jul 22, 2024
SELL
$94.27 - $104.77 $16,025 - $17,810
-170 Reduced 8.06%
1,940 $201,000
Q1 2024

Apr 30, 2024
SELL
$89.27 - $100.81 $12,051 - $13,609
-135 Reduced 6.01%
2,110 $212,000
Q4 2023

Jan 22, 2024
BUY
$77.74 - $91.23 $174,526 - $204,811
2,245 New
2,245 $204,000
Q2 2023

Aug 03, 2023
SELL
$76.24 - $84.24 $19,441 - $21,481
-255 Reduced 9.17%
2,525 $212,000
Q1 2023

Apr 06, 2023
SELL
$71.07 - $79.2 $1.49 Million - $1.66 Million
-20,970 Reduced 88.29%
2,780 $216,000
Q4 2022

Jan 20, 2023
SELL
$66.36 - $76.94 $42,802 - $49,626
-645 Reduced 2.64%
23,750 $0
Q3 2022

Nov 03, 2022
BUY
$66.97 - $81.69 $17,747 - $21,647
265 Added 1.1%
24,395 $1.63 Million
Q2 2022

Aug 11, 2022
BUY
$69.6 - $87.62 $172,608 - $217,297
2,480 Added 11.45%
24,130 $0
Q1 2022

May 13, 2022
BUY
$79.44 - $93.34 $54,416 - $63,937
685 Added 3.27%
21,650 $0
Q4 2021

Feb 09, 2022
SELL
$83.4 - $93.49 $834 - $934
-10 Reduced 0.05%
20,965 $0
Q3 2021

Nov 12, 2021
SELL
$82.17 - $87.81 $9,038 - $9,659
-110 Reduced 0.52%
20,975 $0
Q2 2021

Aug 06, 2021
BUY
$77.33 - $82.83 $50,651 - $54,253
655 Added 3.21%
21,085 $0
Q1 2021

May 13, 2021
BUY
$70.61 - $76.36 $135,571 - $146,611
1,920 Added 10.37%
20,430 $1.56 Billion
Q4 2020

Feb 09, 2021
BUY
$62.23 - $71.54 $598,341 - $687,857
9,615 Added 108.09%
18,510 $1.32 Billion
Q3 2020

Nov 13, 2020
BUY
$59.39 - $68.32 $528,274 - $607,706
8,895 New
8,895 $0

Others Institutions Holding DSI

# of Institutions
572
Shares Held
26M
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
Track This Portfolio

Track Baron Financial Group, LLC Portfolio

Follow Baron Financial Group, 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 Baron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baron Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email