Life Plan Investment Advisors, Inc. Ishares Msci Kld 400 Social Et Transaction History

Life Plan Investment Advisors, Inc.

  • $156 Billion
  • Q3 2024

A detailed history of Life Plan Investment Advisors, Inc. transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Life Plan Investment Advisors, Inc. holds 4,129 shares of DSI stock, worth $462,448. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,129
Previous 4,588 10.0%
Holding current value
$462,448
Previous $476 Million 5.72%
% of portfolio
0.29%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Jan 21, 2025
SELL
$97.81 - $108.79 $44,894 - $49,934
-459 Reduced 10.0%
4,129 $449 Million
Q2 2024

Jan 21, 2025
SELL
$94.27 - $104.77 $16,685 - $18,544
-177 Reduced 3.71%
4,588 $476 Million
Q1 2024

Jan 21, 2025
BUY
$89.27 - $100.81 $624 - $705
7 Added 0.15%
4,765 $480 Million
Q4 2023

Jan 21, 2025
BUY
$77.74 - $91.23 $77,584 - $91,047
998 Added 26.54%
4,758 $433 Million
Q3 2023

Jan 21, 2025
SELL
$80.77 - $87.25 $37,477 - $40,484
-464 Reduced 10.98%
3,760 $306 Million
Q2 2023

Jan 21, 2025
BUY
$76.24 - $84.24 $322,037 - $355,829
4,224 New
4,224 $356 Million

Others Institutions Holding DSI

# of Institutions
585
Shares Held
26.1M
Call Options Held
3K
Put Options Held
800
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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