A detailed history of Dfpg Investments, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Dfpg Investments, LLC holds 16,975 shares of DSI stock, worth $1.78 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
16,975
Previous 17,800 4.63%
Holding current value
$1.78 Million
Previous $1.45 Million 6.63%
% of portfolio
0.12%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 09, 2024

SELL
$77.74 - $91.23 $64,135 - $75,264
-825 Reduced 4.63%
16,975 $1.55 Million
Q3 2023

Nov 13, 2023

BUY
$80.77 - $87.25 $168,970 - $182,527
2,092 Added 13.32%
17,800 $1.45 Million
Q2 2023

Jul 24, 2023

SELL
$76.24 - $84.24 $45,134 - $49,870
-592 Reduced 3.63%
15,708 $1.32 Million
Q1 2023

Apr 10, 2023

BUY
$71.07 - $79.2 $1.16 Million - $1.29 Million
16,300 New
16,300 $1.27 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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