Financial Advisory Service, Inc. Ishares Msci Kld 400 Social Et Transaction History

Financial Advisory Service, Inc.

  • $1.26 Billion
  • Q2 2025

A detailed history of Financial Advisory Service, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Financial Advisory Service, Inc. holds 543 shares of DSI stock, worth $65,415. This represents 0.01% of its overall portfolio holdings.

Number of Shares
543
Previous 542 0.18%
Holding current value
$65,415
Previous $55,000 14.55%
% of portfolio
0.01%
Previous 0.0%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$91.62 - $116.16 $91 - $116
1 Added 0.18%
543 $63,000
Q1 2025

May 05, 2025
SELL
$101.98 - $115.66 $1,121 - $1,272
-11 Reduced 1.99%
542 $55,000
Q4 2024

Feb 14, 2025
BUY
$107.41 - $115.71 $322 - $347
3 Added 0.55%
553 $60,000
Q3 2024

Oct 17, 2024
BUY
$97.81 - $108.79 $195 - $217
2 Added 0.36%
550 $59,000
Q2 2024

Jul 29, 2024
SELL
$94.27 - $104.77 $94 - $104
-1 Reduced 0.18%
548 $56,000
Q1 2024

Apr 29, 2024
BUY
$89.27 - $100.81 $8,837 - $9,980
99 Added 22.0%
549 $55,000
Q4 2023

Jan 23, 2024
BUY
$77.74 - $91.23 $6,219 - $7,298
80 Added 21.62%
450 $40,000
Q2 2023

Aug 08, 2023
SELL
$76.24 - $84.24 $49,251 - $54,419
-646 Reduced 63.58%
370 $31,000
Q1 2023

May 11, 2023
SELL
$71.07 - $79.2 $1,279 - $1,425
-18 Reduced 1.74%
1,016 $79,000
Q4 2022

Feb 01, 2023
SELL
$66.36 - $76.94 $88,457 - $102,561
-1,333 Reduced 56.32%
1,034 $74,000
Q3 2022

Oct 20, 2022
SELL
$66.97 - $81.69 $3,549 - $4,329
-53 Reduced 2.19%
2,367 $159,000
Q2 2022

Aug 02, 2022
SELL
$69.6 - $87.62 $2,436 - $3,066
-35 Reduced 1.43%
2,420 $174,000
Q1 2022

May 04, 2022
BUY
$79.44 - $93.34 $953 - $1,120
12 Added 0.49%
2,455 $213,000
Q4 2021

Feb 11, 2022
SELL
$83.4 - $93.49 $31,692 - $35,526
-380 Reduced 13.46%
2,443 $227,000
Q3 2021

Nov 15, 2021
BUY
$82.17 - $87.81 $82 - $87
1 Added 0.04%
2,823 $235,000
Q2 2021

Jul 29, 2021
BUY
$77.33 - $82.83 $67,741 - $72,559
876 Added 45.02%
2,822 $234,000
Q1 2021

May 17, 2021
BUY
$70.61 - $76.36 $3,318 - $3,588
47 Added 2.47%
1,946 $149,000
Q4 2020

Feb 10, 2021
BUY
$62.23 - $71.54 $59,305 - $68,177
953 Added 100.74%
1,899 $136,000
Q3 2020

Nov 16, 2020
BUY
$59.39 - $68.32 $296 - $341
5 Added 0.53%
946 $121,000
Q2 2020

Jul 21, 2020
SELL
$46.66 - $61.22 $2,799 - $3,673
-60 Reduced 5.99%
941 $111,000
Q4 2019

Jan 31, 2020
BUY
$53.71 - $60.35 $53,763 - $60,410
1,001 New
1,001 $120,000

Others Institutions Holding DSI

# of Institutions
626
Shares Held
24.9M
Call Options Held
0
Put Options Held
0
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 Financial Advisory Service, Inc. Portfolio

Follow Financial Advisory Service, Inc. 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 Financial Advisory Service, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Advisory Service, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email