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

Erickson Financial Group, LLC

  • $134 Million
  • Q1 2025

A detailed history of Erickson Financial Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Erickson Financial Group, LLC holds 2,488 shares of DSI stock, worth $296,395. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,488
Previous 2,204 12.89%
Holding current value
$296,395
Previous $242,000 4.55%
% of portfolio
0.19%
Previous 0.17%

Shares

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

Apr 15, 2025
BUY
$101.98 - $115.66 $28,962 - $32,847
284 Added 12.89%
2,488 $253,000
Q4 2024

Jan 30, 2025
BUY
$107.41 - $115.71 $966 - $1,041
9 Added 0.41%
2,204 $242,000
Q3 2024

Nov 08, 2024
BUY
$97.81 - $108.79 $214,692 - $238,794
2,195 New
2,195 $238,000
Q3 2022

Oct 17, 2022
BUY
$66.97 - $81.69 $40,182 - $49,014
600 Added 6.27%
10,173 $681,000
Q2 2022

Aug 09, 2022
BUY
$69.6 - $87.62 $229,262 - $288,620
3,294 Added 52.46%
9,573 $688,000
Q1 2022

May 16, 2022
BUY
$79.44 - $93.34 $498,803 - $586,081
6,279 New
6,279 $544,000

Others Institutions Holding DSI

# of Institutions
615
Shares Held
25.3M
Call Options Held
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
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