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

Sage Financial Group Inc

  • $1.35 Billion
  • Q2 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 12,731 shares of DSI stock, worth $1.52 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,731
Previous 13,056 2.49%
Holding current value
$1.52 Million
Previous $1.34 Million 10.55%
% of portfolio
0.11%
Previous 0.11%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
623
Shares Held
25.1M
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
Track This Portfolio

Track Sage Financial Group Inc Portfolio

Follow Sage Financial Group Inc 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 Sage Financial Group Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sage Financial Group Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email