Peak Financial Management, Inc. Ishares Msci Kld 400 Social Et Transaction History

Peak Financial Management, Inc.

$336 Million
Q3 2024

A detailed history of Peak Financial Management, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Peak Financial Management, Inc. holds 6,265 shares of DSI stock, worth $699,487. This represents 0.2% of its overall portfolio holdings.

Number of Shares

6,265

Previous 6,290 0.4%

Holding current value

$699,487

Previous $653,000 4.29%

% of portfolio

0.2%

Previous 0.21%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	SELL	$97.81 - $108.79 $2,445 - $2,719	-25 Reduced 0.4%	6,265 $681,000
Q1 2024 Apr 22, 2024	SELL	$89.27 - $100.81 $1,785 - $2,016	-20 Reduced 0.32%	6,290 $634,000
Q4 2023 Jan 18, 2024	SELL	$77.74 - $91.23 $932 - $1,094	-12 Reduced 0.19%	6,310 $574,000
Q3 2023 Oct 24, 2023	SELL	$80.77 - $87.25 $646 - $698	-8 Reduced 0.13%	6,322 $514,000
Q2 2023 Jul 26, 2023	BUY	$76.24 - $84.24 $52,605 - $58,125	690 Added 12.23%	6,330 $532,000
Q1 2023 Apr 24, 2023	SELL	$71.07 - $79.2 $4,974 - $5,544	-70 Reduced 1.23%	5,640 $439,000
Q4 2022 Jan 27, 2023	BUY	$66.36 - $76.94 $6,436 - $7,463	97 Added 1.73%	5,710 $409,000
Q3 2022 Oct 28, 2022	BUY	$66.97 - $81.69 $25,716 - $31,368	384 Added 7.34%	5,613 $376,000
Q2 2022 Jul 29, 2022	BUY	$69.6 - $87.62 $92,567 - $116,534	1,330 Added 34.11%	5,229 $376,000
Q1 2022 Apr 20, 2022	BUY	$79.44 - $93.34 $18,668 - $21,934	235 Added 6.41%	3,899 $338,000
Q4 2021 Jan 27, 2022	SELL	$83.4 - $93.49 $21,433 - $24,026	-257 Reduced 6.55%	3,664 $340,000
Q3 2021 Oct 19, 2021	BUY	$82.17 - $87.81 $21,775 - $23,269	265 Added 7.25%	3,921 $326,000
Q2 2021 Aug 04, 2021	SELL	$77.33 - $82.83 $19,100 - $20,459	-247 Reduced 6.33%	3,656 $303,000
Q1 2021 Apr 29, 2021	BUY	$70.61 - $76.36 $3,883 - $4,199	55 Added 1.43%	3,903 $298,000
Q4 2020 Jan 26, 2021	BUY	$62.23 - $71.54 $120,975 - $139,073	1,944 Added 102.1%	3,848 $275,000
Q3 2020 Oct 19, 2020	BUY	$59.39 - $68.32 $113,078 - $130,081	1,904 New	1,904 $244,000

Others Institutions Holding DSI

# of Institutions

572

Shares Held

26M

Call Options Held

Put Options Held

800

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Peak Financial Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Peak Financial Management, Inc. with notifications on news.

Account

Peak Financial Management, Inc. Ishares Msci Kld 400 Social Et Transaction History