Birch Hill Investment Advisors LLC Ishares Msci Kld 400 Social Et Transaction History

Birch Hill Investment Advisors LLC

  • $2.02 Billion
  • Q1 2025

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 3,358 shares of DSI stock, worth $341,777. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,358
Previous 3,014 11.41%
Holding current value
$341,777
Previous $332,000 3.01%
% of portfolio
0.02%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 18, 2025
BUY
$101.98 - $115.66 $35,081 - $39,787
344 Added 11.41%
3,358 $342,000
Q4 2024

Jan 28, 2025
SELL
$107.41 - $115.71 $15,574 - $16,777
-145 Reduced 4.59%
3,014 $332,000
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

# of Institutions
611
Shares Held
26.8M
Call Options Held
3.1K
Put Options Held
1.6K
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 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.

Choose your preferred platform and Sign Up 👇 Telegram Email