Finley Financial, LLC Ishares Msci Kld 400 Social Et Transaction History

Finley Financial, LLC

$192 Billion
Q4 2024

A detailed history of Finley Financial, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Finley Financial, LLC holds 5,290 shares of DSI stock, worth $596,659. This represents 0.31% of its overall portfolio holdings.

Number of Shares

5,290

Holding current value

$596,659

% of portfolio

0.31%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 17, 2025	BUY	$107.41 - $115.71 $568,198 - $612,105	5,290 New	5,290 $591 Million

Others Institutions Holding DSI

# of Institutions

578

Shares Held

26.1M

Call Options Held

Put Options Held

800

Morgan Stanley New York, NY

4.87M
Shares

$549 Million
0.04% of portfolio
Envestnet Asset Management Inc

2.18M
Shares

$246 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.56M
Shares

$176 Million
0.01% of portfolio
Jpmorgan Chase & CO New York, NY

1.53M
Shares

$172 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

983K
Shares

$111 Million
0.03% of portfolio

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Finley Financial, LLC Ishares Msci Kld 400 Social Et Transaction History