A detailed history of Beacon Financial Group transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Beacon Financial Group holds 3,541 shares of DSI stock, worth $384,340. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,541
Previous 3,303 7.21%
Holding current value
$384,340
Previous $332,000 10.54%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 06, 2024

BUY
$94.27 - $104.77 $22,436 - $24,935
238 Added 7.21%
3,541 $367,000
Q1 2024

May 07, 2024

BUY
$89.27 - $100.81 $4,284 - $4,838
48 Added 1.47%
3,303 $332,000
Q4 2023

Feb 23, 2024

BUY
$77.74 - $91.23 $253,043 - $296,953
3,255 New
3,255 $296,000
Q3 2022

Oct 13, 2022

BUY
$66.97 - $81.69 $274,643 - $335,010
4,101 New
4,101 $279,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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