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

Financial Insights, Inc.

$255 Million
Q4 2024

A detailed history of Financial Insights, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Financial Insights, Inc. holds 23,867 shares of DSI stock, worth $2.48 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

23,867

Previous 24,061 0.81%

Holding current value

$2.48 Million

Previous $2.62 Million 0.53%

% of portfolio

1.03%

Previous 0.86%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	$107.41 - $115.71 $20,837 - $22,447	-194 Reduced 0.81%	23,867 $2.63 Million
Q3 2024 Oct 22, 2024	SELL	$97.81 - $108.79 $73,455 - $81,701	-751 Reduced 3.03%	24,061 $2.62 Million
Q2 2024 Jul 16, 2024	SELL	$94.27 - $104.77 $52,791 - $58,671	-560 Reduced 2.21%	24,812 $2.58 Million
Q1 2024 Apr 25, 2024	SELL	$89.27 - $100.81 $8,480 - $9,576	-95 Reduced 0.37%	25,372 $2.56 Million
Q4 2023 Jan 24, 2024	SELL	$77.74 - $91.23 $151,048 - $177,259	-1,943 Reduced 7.09%	25,467 $2.32 Million
Q3 2023 Dec 06, 2023	SELL	$80.77 - $87.25 $263,714 - $284,871	-3,265 Reduced 11.35%	25,502 $2.08 Million
Q2 2023 Jan 24, 2024	BUY	$76.24 - $84.24 $145,465 - $160,729	1,908 Added 7.48%	27,410 $2.31 Million
Q1 2023 Apr 17, 2023	SELL	$71.07 - $79.2 $306,595 - $341,668	-4,314 Reduced 13.04%	28,767 $2.24 Million
Q4 2022 Feb 09, 2023	SELL	$66.36 - $76.94 $729 - $846	-11 Reduced 0.03%	33,081 $2.37 Million
Q3 2022 Oct 26, 2022	SELL	$66.97 - $81.69 $14,331 - $17,481	-214 Reduced 0.64%	33,092 $2.22 Million
Q2 2022 Aug 03, 2022	SELL	$69.6 - $87.62 $333,662 - $420,050	-4,794 Reduced 12.58%	33,306 $2.4 Million
Q1 2022 May 11, 2022	SELL	$79.44 - $93.34 $23,117 - $27,161	-291 Reduced 0.76%	38,100 $3.3 Million
Q4 2021 Feb 09, 2022	BUY	$83.4 - $93.49 $11,509 - $12,901	138 Added 0.36%	38,391 $3.57 Million
Q3 2021 Nov 12, 2021	BUY	$82.17 - $87.81 $223,584 - $238,931	2,721 Added 7.66%	38,253 $3.18 Million
Q2 2021 Aug 12, 2021	BUY	$77.33 - $82.83 $7,964 - $8,531	103 Added 0.29%	35,532 $29.4 Million
Q1 2021 May 12, 2021	BUY	$70.61 - $76.36 $34,598 - $37,416	490 Added 1.4%	35,429 $2.71 Million
Q4 2020 Feb 05, 2021	BUY	$62.23 - $71.54 $1.18 Million - $1.36 Million	18,942 Added 118.41%	34,939 $2.5 Million
Q3 2020 Nov 16, 2020	BUY	$59.39 - $68.32 $807,941 - $929,425	13,604 Added 568.49%	15,997 $2.05 Million
Q2 2020 Aug 20, 2020	SELL	$46.66 - $61.22 $605,926 - $795,002	-12,986 Reduced 84.44%	2,393 $1.89 Million
Q1 2020 Apr 28, 2020	BUY	$42.17 - $63.99 $10,584 - $16,061	251 Added 1.66%	15,379 $1.5 Million
Q4 2019 Feb 07, 2020	BUY	$53.71 - $60.35 $264,951 - $297,706	4,933 Added 48.39%	15,128 $1.82 Million
Q3 2019 Oct 31, 2019	BUY	$55.16 - $56.18 $24,822 - $25,281	450 Added 4.62%	10,195 $1.13 Million
Q2 2019 Aug 20, 2019	BUY	N/A	4,503 Added 85.9%	9,745 $1.05 Million
Q1 2019 May 23, 2019	BUY	N/A	937 Added 21.77%	5,242 $575,000
Q4 2018 Mar 08, 2019	BUY	N/A	4,305 New	4,305 $433,000

Others Institutions Holding DSI

# of Institutions

615

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Financial Insights, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Financial Insights, Inc. with notifications on news.

Account

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