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 17,096 shares of DSI stock, worth $1.93 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,096
Previous 17,399 1.74%
Holding current value
$1.93 Million
Previous $1.81 Million 2.93%
% of portfolio
0.15%
Previous 0.16%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES MSCI KLD 400 SOCIAL ET


  • Ticker DSI
  • Sector ETFs
  • Industry ETFs
More about DSI
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