A detailed history of Halter Ferguson Financial Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Halter Ferguson Financial Inc. holds 6,559 shares of DSI stock, worth $738,674. This represents 0.48% of its overall portfolio holdings.

Number of Shares
6,559
Previous 4,424 48.26%
Holding current value
$738,674
Previous $446 Million 52.73%
% of portfolio
0.48%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$94.27 - $104.77 $201,266 - $223,683
2,135 Added 48.26%
6,559 $681 Million
Q1 2024

May 13, 2024

BUY
$89.27 - $100.81 $15,979 - $18,044
179 Added 4.22%
4,424 $446 Million
Q4 2023

Feb 09, 2024

BUY
$77.74 - $91.23 $330,006 - $387,271
4,245 New
4,245 $387 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 Halter Ferguson Financial Inc. Portfolio

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

News

Stay updated on Halter Ferguson Financial Inc. with notifications on news.