Merit Financial Group, LLC Ishares Msci Kld 400 Social Et Transaction History

Merit Financial Group, LLC

  • $9.62 Billion
  • Q3 2025

A detailed history of Merit Financial Group, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Merit Financial Group, LLC holds 16,654 shares of DSI stock, worth $2.1 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
16,654
Previous 15,545 7.13%
Holding current value
$2.1 Million
Previous $1.81 Million 16.18%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$115.96 - $125.95 $128,599 - $139,678
1,109 Added 7.13%
16,654 $2.1 Million
Q2 2025

Jul 22, 2025
BUY
$91.62 - $116.16 $331,206 - $419,918
3,615 Added 30.3%
15,545 $1.81 Million
Q1 2025

Apr 09, 2025
BUY
$101.98 - $115.66 $708,047 - $803,027
6,943 Added 139.22%
11,930 $1.22 Million
Q4 2024

Jan 15, 2025
BUY
$107.41 - $115.71 $173,144 - $186,524
1,612 Added 47.76%
4,987 $549,000
Q1 2024

May 06, 2024
BUY
$89.27 - $100.81 $15,443 - $17,440
173 Added 5.4%
3,375 $340,000
Q4 2022

Jan 13, 2023
SELL
$66.36 - $76.94 $6,702 - $7,770
-101 Reduced 3.06%
3,202 $0
Q2 2021

Aug 16, 2021
BUY
$77.33 - $82.83 $2,551 - $2,733
33 Added 1.01%
3,303 $274,000
Q4 2020

Feb 12, 2021
BUY
$62.23 - $71.54 $101,746 - $116,967
1,635 Added 100.0%
3,270 $234,000
Q3 2020

Nov 10, 2020
BUY
$59.39 - $68.32 $97,102 - $111,703
1,635 New
1,635 $209,000

Others Institutions Holding DSI

# of Institutions
639
Shares Held
24.7M
Call Options Held
0
Put Options Held
2.5K
View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

DSI Quotes by TradingView
  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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