A detailed history of Jsf Financial, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Jsf Financial, LLC holds 4,232 shares of DSI stock, worth $482,236. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,232
Previous 4,131 2.44%
Holding current value
$482,236
Previous $429,000 7.23%
% of portfolio
0.12%
Previous 0.13%

Shares

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

Nov 12, 2024

BUY
$97.81 - $108.79 $9,878 - $10,987
101 Added 2.44%
4,232 $460,000
Q2 2024

Aug 14, 2024

BUY
$94.27 - $104.77 $53,074 - $58,985
563 Added 15.78%
4,131 $429,000
Q1 2024

May 13, 2024

BUY
$89.27 - $100.81 $318,515 - $359,690
3,568 New
3,568 $359,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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

Track Jsf Financial, LLC Portfolio

Follow Jsf Financial, LLC 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 Jsf Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jsf Financial, LLC with notifications on news.