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

Peak Financial Management, Inc.

  • $338 Million
  • Q2 2025

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 6,130 shares of DSI stock, worth $738,481. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,130
Previous 6,160 0.49%
Holding current value
$738,481
Previous $630,000 13.02%
% of portfolio
0.21%
Previous 0.19%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$91.62 - $116.16 $2,748 - $3,484
-30 Reduced 0.49%
6,130 $712,000
Q1 2025

May 12, 2025
SELL
$101.98 - $115.66 $8,668 - $9,831
-85 Reduced 1.36%
6,160 $630,000
Q4 2024

Jan 21, 2025
SELL
$107.41 - $115.71 $2,148 - $2,314
-20 Reduced 0.32%
6,245 $688,000
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
622
Shares Held
25M
Call Options Held
1K
Put Options Held
1.6K
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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