A detailed history of Montecito Bank & Trust transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Montecito Bank & Trust holds 5,798 shares of DSI stock, worth $735,128. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,798
Previous 5,443 6.52%
Holding current value
$735,128
Previous $555,000 31.53%
% of portfolio
0.11%
Previous 0.1%

Shares

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

Oct 07, 2025

BUY
$115.96 - $125.95 $41,165 - $44,712
355 Added 6.52%
5,798 $730,000
Q1 2024

Apr 09, 2024

BUY
$89.27 - $100.81 $485,896 - $548,708
5,443 New
5,443 $548,000

Others Institutions Holding DSI

About ISHARES MSCI KLD 400 SOCIAL ET


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

Track Montecito Bank & Trust Portfolio

Follow Montecito Bank & Trust 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 Montecito Bank & Trust, based on Form 13F filings with the SEC.

News

Stay updated on Montecito Bank & Trust with notifications on news.