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

Merit Financial Group, LLC

  • $5.49 Billion
  • Q4 2024

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 4,987 shares of DSI stock, worth $562,483. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,987
Previous 3,375 47.76%
Holding current value
$562,483
Previous $367,000 49.59%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
578
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
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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