A detailed history of Birch Hill Investment Advisors LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Birch Hill Investment Advisors LLC holds 3,159 shares of DSI stock, worth $358,862. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,159
Previous 3,159 -0.0%
Holding current value
$358,862
Previous $328,000 4.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jul 30, 2024

SELL
$94.27 - $104.77 $4,713 - $5,238
-50 Reduced 1.56%
3,159 $328,000
Q1 2024

May 13, 2024

BUY
$89.27 - $100.81 $5,356 - $6,048
60 Added 1.91%
3,209 $323,000
Q4 2023

Jan 29, 2024

BUY
$77.74 - $91.23 $3,498 - $4,105
45 Added 1.45%
3,149 $286,000
Q3 2023

Oct 19, 2023

BUY
$80.77 - $87.25 $250,710 - $270,824
3,104 New
3,104 $252,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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

Track Birch Hill Investment Advisors LLC Portfolio

Follow Birch Hill Investment 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 Birch Hill Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Birch Hill Investment Advisors LLC with notifications on news.