First Foundation Advisors Ishares Msci Kld 400 Social Et Transaction History

First Foundation Advisors

  • $2.58 Billion
  • Q3 2024

A detailed history of First Foundation Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, First Foundation Advisors holds 3,233 shares of DSI stock, worth $368,400. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,233
Previous 3,233 -0.0%
Holding current value
$368,400
Previous $335,000 4.78%
% of portfolio
0.01%
Previous 0.01%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$77.74 - $91.23 $69,188 - $81,194
-890 Reduced 21.59%
3,233 $294,000
Q4 2022

Feb 14, 2023
SELL
$66.36 - $76.94 $193,373 - $224,203
-2,914 Reduced 41.41%
4,123 $295,000
Q2 2022

Aug 12, 2022
BUY
$69.6 - $87.62 $93,542 - $117,761
1,344 Added 23.61%
7,037 $506,000
Q2 2021

Aug 13, 2021
BUY
$77.33 - $82.83 $121,408 - $130,043
1,570 Added 38.08%
5,693 $472,000
Q1 2021

May 18, 2021
SELL
$70.61 - $76.36 $36,858 - $39,859
-522 Reduced 11.24%
4,123 $315,000
Q4 2020

Feb 16, 2021
BUY
$62.23 - $71.54 $144,498 - $166,115
2,322 Added 99.96%
4,645 $332,000
Q2 2020

Aug 14, 2020
BUY
$46.66 - $61.22 $11,758 - $15,427
252 Added 12.17%
2,323 $274,000
Q4 2019

Feb 11, 2020
SELL
$53.71 - $60.35 $42,645 - $47,917
-794 Reduced 27.71%
2,071 $249,000
Q3 2019

Nov 12, 2019
SELL
$55.16 - $56.18 $16,548 - $16,854
-300 Reduced 9.48%
2,865 $318,000
Q2 2019

Aug 14, 2019
SELL
N/A
-3,515 Reduced 52.62%
3,165 $346,000
Q1 2019

May 13, 2019
BUY
N/A
1,863 Added 38.68%
6,680 $705,000
Q4 2018

Feb 14, 2019
SELL
N/A
-42 Reduced 0.86%
4,817 $448,000
Q3 2018

Nov 13, 2018
BUY
N/A
224 Added 4.83%
4,859 $519,000
Q2 2018

Aug 14, 2018
SELL
N/A
-2,070 Reduced 30.87%
4,635 $468,000
Q1 2018

May 15, 2018
BUY
N/A
97 Added 1.47%
6,705 $655,000
Q4 2017

Feb 14, 2018
BUY
N/A
2,614 Added 65.45%
6,608 $649,000
Q3 2017

Nov 14, 2017
BUY
N/A
308 Added 8.36%
3,994 $371,000
Q2 2017

Aug 14, 2017
BUY
N/A
3,686
3,686 $329,000

Others Institutions Holding DSI

# of Institutions
574
Shares Held
26M
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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