A detailed history of Financial Perspectives, Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Financial Perspectives, Inc holds 795 shares of DSI stock, worth $90,319. This represents 0.03% of its overall portfolio holdings.

Number of Shares
795
Previous 792 0.38%
Holding current value
$90,319
Previous $82.3 Million 5.09%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 17, 2024

BUY
$97.81 - $108.79 $293 - $326
3 Added 0.38%
795 $86.4 Million
Q2 2024

Aug 09, 2024

BUY
$94.27 - $104.77 $188 - $209
2 Added 0.25%
792 $82.3 Million
Q1 2024

Apr 19, 2024

BUY
$89.27 - $100.81 $89 - $100
1 Added 0.13%
790 $79.7 Million
Q4 2023

Feb 01, 2024

BUY
$77.74 - $91.23 $466 - $547
6 Added 0.77%
789 $71.8 Million
Q2 2023

Jan 09, 2024

BUY
$76.24 - $84.24 $152 - $168
2 Added 0.26%
783 $65.9 Million
Q1 2023

Jan 09, 2024

BUY
$71.07 - $79.2 $14,427 - $16,077
203 Added 35.12%
781 $60.9 Million
Q4 2022

Jan 09, 2024

BUY
$66.36 - $76.94 $7,830 - $9,078
118 Added 25.65%
578 $41.5 Million
Q3 2022

Jan 09, 2024

BUY
$66.97 - $81.69 $133 - $163
2 Added 0.44%
460 $30.8 Million
Q2 2022

Jan 09, 2024

BUY
$69.6 - $87.62 $8,978 - $11,302
129 Added 39.21%
458 $32.9 Million
Q1 2022

Jan 09, 2024

BUY
$79.44 - $93.34 $79 - $93
1 Added 0.3%
329 $28.5 Million
Q4 2021

Jan 09, 2024

BUY
$83.4 - $93.49 $83 - $93
1 Added 0.31%
328 $30.5 Million
Q3 2021

Jan 09, 2024

BUY
$82.17 - $87.81 $82 - $87
1 Added 0.31%
327 $27.2 Million
Q2 2021

Jan 09, 2024

SELL
$77.33 - $82.83 $1.9 Million - $2.03 Million
-24,511 Reduced 98.69%
326 $27 Million
Q1 2021

Jan 09, 2024

BUY
$70.61 - $76.36 $1.73 Million - $1.88 Million
24,569 Added 9167.54%
24,837 $325,000
Q4 2020

Jan 09, 2024

BUY
$62.23 - $71.54 $8,338 - $9,586
134 Added 100.0%
268 $19.2 Million
Q3 2020

Jan 09, 2024

BUY
$59.39 - $68.32 $59 - $68
1 Added 0.75%
134 $17.1 Million
Q2 2020

Jan 09, 2024

BUY
$46.66 - $61.22 $6,205 - $8,142
133 New
133 $15.7 Million

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
Track This Portfolio

Track Financial Perspectives, Inc Portfolio

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

News

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