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

Buttonwood Financial Group, LLC

$173 Million
Q2 2024

A detailed history of Buttonwood Financial Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Buttonwood Financial Group, LLC holds 5,179 shares of DSI stock, worth $562,128. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,179

Previous 4,800 7.9%

Holding current value

$562,128

Previous $483,000 11.18%

% of portfolio

0.31%

Previous 0.29%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$94.27 - $104.77 $35,728 - $39,707	379 Added 7.9%	5,179 $537,000
Q1 2024 Apr 11, 2024	BUY	$89.27 - $100.81 $96,590 - $109,076	1,082 Added 29.1%	4,800 $483,000
Q3 2023 Oct 31, 2023	BUY	$80.77 - $87.25 $37,073 - $40,047	459 Added 14.08%	3,718 $302,000
Q2 2023 Jul 26, 2023	SELL	$76.24 - $84.24 $13,113 - $14,489	-172 Reduced 5.01%	3,259 $274,000
Q1 2023 May 08, 2023	SELL	$71.07 - $79.2 $42,357 - $47,203	-596 Reduced 14.8%	3,431 $267,000
Q4 2022 Jan 23, 2023	BUY	$66.36 - $76.94 $26,676 - $30,929	402 Added 11.09%	4,027 $0
Q3 2022 Nov 14, 2022	SELL	$66.97 - $81.69 $1,205 - $1,470	-18 Reduced 0.49%	3,625 $242,000
Q2 2022 Aug 05, 2022	BUY	$69.6 - $87.62 $253,552 - $319,199	3,643 New	3,643 $264,000

Others Institutions Holding DSI

# of Institutions

553

Shares Held

26.4M

Call Options Held

Put Options Held

700

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About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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