A detailed history of Keystone Financial Services transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Keystone Financial Services holds 7,236 shares of DSI stock, worth $803,557. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,236
Previous 7,233 0.04%
Holding current value
$803,557
Previous $786,000 1.4%
% of portfolio
0.31%
Previous 0.31%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025

BUY
$107.41 - $115.71 $322 - $347
3 Added 0.04%
7,236 $797,000
Q3 2024

Nov 04, 2024

SELL
$97.81 - $108.79 $103,776 - $115,426
-1,061 Reduced 12.79%
7,233 $786,000
Q2 2024

Jul 23, 2024

BUY
$94.27 - $104.77 $39,781 - $44,212
422 Added 5.36%
8,294 $861,000
Q1 2024

Jun 13, 2024

SELL
$89.27 - $100.81 $20,532 - $23,186
-230 Reduced 2.84%
7,872 $793,000
Q4 2023

Jan 29, 2024

BUY
$77.74 - $91.23 $132,468 - $155,455
1,704 Added 26.63%
8,102 $737,000
Q3 2023

Nov 07, 2023

SELL
$80.77 - $87.25 $18,577 - $20,067
-230 Reduced 3.47%
6,398 $520,000
Q2 2023

Aug 02, 2023

BUY
$76.24 - $84.24 $152 - $168
2 Added 0.03%
6,628 $557,000
Q1 2023

Apr 28, 2023

SELL
$71.07 - $79.2 $15,919 - $17,740
-224 Reduced 3.27%
6,626 $516,000
Q4 2022

Feb 01, 2023

SELL
$66.36 - $76.94 $187,467 - $217,355
-2,825 Reduced 29.2%
6,850 $491,000
Q3 2022

Oct 28, 2022

SELL
$66.97 - $81.69 $23,305 - $28,428
-348 Reduced 3.47%
9,675 $682,000
Q2 2022

Aug 03, 2022

BUY
$69.6 - $87.62 $264,271 - $332,693
3,797 Added 60.99%
10,023 $776,000
Q1 2022

May 10, 2022

BUY
$79.44 - $93.34 $303,460 - $356,558
3,820 Added 158.77%
6,226 $0
Q4 2021

Feb 01, 2022

BUY
$83.4 - $93.49 $200,660 - $224,936
2,406 New
2,406 $224,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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