Stifel Financial Corp Ishares Msci Kld 400 Social Et Transaction History

Stifel Financial Corp

$93.2 Billion
Q3 2024

A detailed history of Stifel Financial Corp transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Stifel Financial Corp holds 41,732 shares of DSI stock, worth $4.67 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

41,732

Previous 40,348 3.43%

Holding current value

$4.67 Million

Previous $4.19 Million 8.35%

% of portfolio

0.0%

Previous 0.0%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$97.81 - $108.79 $135,369 - $150,565	1,384 Added 3.43%	41,732 $4.54 Million
Q2 2024 Aug 13, 2024	BUY	$94.27 - $104.77 $12,255 - $13,620	130 Added 0.32%	40,348 $4.19 Million
Q1 2024 May 13, 2024	SELL	$89.27 - $100.81 $900,287 - $1.02 Million	-10,085 Reduced 20.05%	40,218 $4.05 Million
Q4 2023 Feb 12, 2024	BUY	$77.74 - $91.23 $1.27 Million - $1.49 Million	16,383 Added 48.3%	50,303 $4.58 Million
Q3 2023 Nov 13, 2023	BUY	$80.77 - $87.25 $344,968 - $372,644	4,271 Added 14.41%	33,920 $2.76 Million
Q2 2023 Aug 14, 2023	SELL	$76.24 - $84.24 $110,624 - $122,232	-1,451 Reduced 4.67%	29,649 $2.5 Million
Q1 2023 May 12, 2023	SELL	$71.07 - $79.2 $2.29 Million - $2.55 Million	-32,193 Reduced 50.86%	31,100 $2.43 Million
Q4 2022 Feb 13, 2023	BUY	$66.36 - $76.94 $1.35 Million - $1.56 Million	20,340 Added 47.35%	63,293 $4.54 Million
Q3 2022 Nov 14, 2022	SELL	$66.97 - $81.69 $724,414 - $883,640	-10,817 Reduced 20.12%	42,953 $2.88 Million
Q2 2022 Aug 15, 2022	BUY	$69.6 - $87.62 $846,405 - $1.07 Million	12,161 Added 29.23%	53,770 $3.87 Million
Q1 2022 May 13, 2022	BUY	$79.44 - $93.34 $698,754 - $821,018	8,796 Added 26.81%	41,609 $3.6 Million
Q4 2021 Feb 14, 2022	BUY	$83.4 - $93.49 $525,503 - $589,080	6,301 Added 23.77%	32,813 $3.05 Million
Q3 2021 Nov 15, 2021	BUY	$82.17 - $87.81 $478,558 - $511,405	5,824 Added 28.15%	26,512 $2.21 Million
Q2 2021 Aug 13, 2021	BUY	$77.33 - $82.83 $153,422 - $164,334	1,984 Added 10.61%	20,688 $1.71 Million
Q1 2021 May 14, 2021	BUY	$70.61 - $76.36 $98,783 - $106,827	1,399 Added 8.08%	18,704 $1.43 Million
Q4 2020 Feb 12, 2021	BUY	$62.23 - $71.54 $608,796 - $699,875	9,783 Added 130.06%	17,305 $1.24 Million
Q3 2020 Nov 16, 2020	SELL	$59.39 - $68.32 $833,360 - $958,666	-14,032 Reduced 65.1%	7,522 $963,000
Q2 2020 Aug 14, 2020	BUY	$46.66 - $61.22 $248,184 - $325,629	5,319 Added 32.76%	21,554 $2.54 Million
Q1 2020 May 14, 2020	BUY	$42.17 - $63.99 $300,376 - $455,800	7,123 Added 78.17%	16,235 $1.58 Million
Q4 2019 Feb 13, 2020	SELL	$53.71 - $60.35 $75,623 - $84,972	-1,408 Reduced 13.38%	9,112 $1.1 Million
Q3 2019 Nov 13, 2019	BUY	$55.16 - $56.18 $46,886 - $47,753	850 Added 8.79%	10,520 $1.17 Million
Q2 2019 Aug 14, 2019	BUY	N/A	1,225 Added 14.51%	9,670 $1.06 Million
Q1 2019 May 14, 2019	SELL	N/A	-14,353 Reduced 62.96%	8,445 $891,000
Q4 2018 Feb 13, 2019	BUY	N/A	19,890 Added 683.98%	22,798 $2.12 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-5,225 Reduced 64.24%	2,908 $310,000
Q2 2018 Aug 14, 2018	SELL	N/A	-685 Reduced 7.77%	8,133 $822,000
Q1 2018 May 11, 2018	SELL	N/A	-29,944 Reduced 77.25%	8,818 $860,000
Q4 2017 Feb 14, 2018	BUY	N/A	31,765 Added 453.98%	38,762 $3.81 Million
Q3 2017 Nov 13, 2017	BUY	N/A	6,997	6,997 $0

Others Institutions Holding DSI

# of Institutions

589

Shares Held

26.2M

Call Options Held

Put Options Held

800

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About ISHARES MSCI KLD 400 SOCIAL ET

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Stifel Financial Corp Ishares Msci Kld 400 Social Et Transaction History