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 24,812 shares of DSI stock, worth $2.64 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
24,812
Previous 25,372 2.21%
Holding current value
$2.64 Million
Previous $2.56 Million 0.74%
% of portfolio
0.72%
Previous 0.74%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$69.01 - $76.94 $759 - $846
-11 Reduced 0.03%
33,081 $2.37 Million
Q3 2022

Oct 26, 2022

SELL
N/A
-214 Reduced 0.64%
33,092 $2.22 Million
Q2 2022

Aug 03, 2022

SELL
N/A
-4,794 Reduced 12.58%
33,306 $2.4 Million
Q1 2022

May 11, 2022

SELL
N/A
-291 Reduced 0.76%
38,100 $3.3 Million
Q4 2021

Feb 09, 2022

BUY
N/A
138 Added 0.36%
38,391 $3.57 Million
Q3 2021

Nov 12, 2021

BUY
N/A
2,721 Added 7.66%
38,253 $3.18 Million
Q2 2021

Aug 12, 2021

BUY
N/A
103 Added 0.29%
35,532 $29.4 Million
Q1 2021

May 12, 2021

BUY
N/A
490 Added 1.4%
35,429 $2.71 Million
Q4 2020

Feb 05, 2021

BUY
N/A
18,942 Added 118.41%
34,939 $2.5 Million
Q3 2020

Nov 16, 2020

BUY
N/A
13,604 Added 568.49%
15,997 $2.05 Million
Q2 2020

Aug 20, 2020

SELL
N/A
-12,986 Reduced 84.44%
2,393 $1.89 Million
Q1 2020

Apr 28, 2020

BUY
N/A
251 Added 1.66%
15,379 $1.5 Million
Q4 2019

Feb 07, 2020

BUY
N/A
4,933 Added 48.39%
15,128 $1.82 Million
Q3 2019

Oct 31, 2019

BUY
N/A
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

About ISHARES MSCI KLD 400 SOCIAL ET


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