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

Merit Financial Group, LLC

$8.37 Billion
Q2 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 15,545 shares of DSI stock, worth $1.87 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

15,545

Previous 11,930 30.3%

Holding current value

$1.87 Million

Previous $1.22 Million 48.44%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

628

Shares Held

24.9M

Call Options Held

Put Options Held

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About ISHARES MSCI KLD 400 SOCIAL ET

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