Sage Financial Group Inc Ishares Msci Kld 400 Social Et Transaction History

Sage Financial Group Inc

$1.47 Billion
Q3 2025

A detailed history of Sage Financial Group Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sage Financial Group Inc holds 12,732 shares of DSI stock, worth $1.61 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

12,732

Previous 12,731 0.01%

Holding current value

$1.61 Million

Previous $1.48 Million 8.46%

% of portfolio

0.11%

Previous 0.11%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	$115.96 - $125.95 $115 - $125	1 Added 0.01%	12,732 $1.6 Million
Q2 2025 Jul 22, 2025	SELL	$91.62 - $116.16 $29,776 - $37,752	-325 Reduced 2.49%	12,731 $1.48 Million
Q1 2025 Apr 22, 2025	SELL	$101.98 - $115.66 $5,710 - $6,476	-56 Reduced 0.43%	13,056 $1.34 Million
Q4 2024 Jan 23, 2025	SELL	$107.41 - $115.71 $427,921 - $460,988	-3,984 Reduced 23.3%	13,112 $1.45 Million
Q3 2024 Oct 29, 2024	SELL	$97.81 - $108.79 $29,636 - $32,963	-303 Reduced 1.74%	17,096 $1.86 Million
Q2 2024 Aug 02, 2024	BUY	$94.27 - $104.77 $18,948 - $21,058	201 Added 1.17%	17,399 $1.81 Million
Q1 2024 Apr 30, 2024	SELL	$89.27 - $100.81 $9,908 - $11,189	-111 Reduced 0.64%	17,198 $1.73 Million
Q4 2023 Jan 18, 2024	BUY	$77.74 - $91.23 $86,757 - $101,812	1,116 Added 6.89%	17,309 $1.58 Million
Q3 2023 Oct 12, 2023	SELL	$80.77 - $87.25 $22,615 - $24,430	-280 Reduced 1.7%	16,193 $1.32 Million
Q2 2023 Jul 27, 2023	SELL	$76.24 - $84.24 $1,219 - $1,347	-16 Reduced 0.1%	16,473 $1.39 Million
Q1 2023 Apr 18, 2023	SELL	$71.07 - $79.2 $188,832 - $210,434	-2,657 Reduced 13.88%	16,489 $1.29 Million
Q4 2022 Jan 31, 2023	BUY	$66.36 - $76.94 $91,842 - $106,484	1,384 Added 7.79%	19,146 $1.37 Million
Q3 2022 Oct 27, 2022	BUY	$66.97 - $81.69 $41,253 - $50,321	616 Added 3.59%	17,762 $1.19 Million
Q2 2022 Jul 25, 2022	SELL	$69.6 - $87.62 $241,651 - $304,216	-3,472 Reduced 16.84%	17,146 $1.23 Million
Q1 2022 May 02, 2022	BUY	$79.44 - $93.34 $9,135 - $10,734	115 Added 0.56%	20,618 $1.79 Million
Q4 2021 Jan 24, 2022	BUY	$83.4 - $93.49 $7,255 - $8,133	87 Added 0.43%	20,503 $1.91 Million
Q3 2021 Nov 08, 2021	SELL	$82.17 - $87.81 $23,254 - $24,850	-283 Reduced 1.37%	20,416 $1.7 Million
Q2 2021 Aug 16, 2021	SELL	$77.33 - $82.83 $5,722 - $6,129	-74 Reduced 0.36%	20,699 $1.71 Million
Q1 2021 Apr 29, 2021	BUY	$70.61 - $76.36 $9,885 - $10,690	140 Added 0.68%	20,773 $1.59 Million
Q4 2020 Jan 28, 2021	BUY	$62.23 - $71.54 $1.28 Million - $1.48 Million	20,633 New	20,633 $1.48 Million

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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Sage Financial Group Inc Ishares Msci Kld 400 Social Et Transaction History