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

Life Plan Investment Advisors, Inc.

$162 Billion
Q4 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 5,382 shares of DSI stock, worth $570,169. This represents 0.37% of its overall portfolio holdings.

Number of Shares

5,382

Previous 4,129 30.35%

Holding current value

$570,169

Previous $449 Million 32.1%

% of portfolio

0.37%

Previous 0.29%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$107.41 - $115.71 $134,584 - $144,984	1,253 Added 30.35%	5,382 $593 Million
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

614

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

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