Foundations Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Foundations Investment Advisors, LLC

$5.1 Billion
Q1 2025

A detailed history of Foundations Investment Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 9,279 shares of DSI stock, worth $1.11 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

9,279

Holding current value

$1.11 Million

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	$101.98 - $115.66 $946,272 - $1.07 Million	9,279 New	9,279 $950,000
Q2 2022 Jul 08, 2022	SELL	$69.6 - $87.62 $8,212 - $10,339	-118 Reduced 2.23%	5,185 $379,000
Q1 2022 Apr 19, 2022	SELL	$79.44 - $93.34 $125,276 - $147,197	-1,577 Reduced 22.92%	5,303 $439,000
Q4 2021 Jan 21, 2022	SELL	$83.4 - $93.49 $3,669 - $4,113	-44 Reduced 0.64%	6,880 $628,000
Q3 2021 Oct 13, 2021	SELL	$82.17 - $87.81 $2,958 - $3,161	-36 Reduced 0.52%	6,924 $584,000
Q2 2021 Jul 14, 2021	BUY	$77.33 - $82.83 $64,029 - $68,583	828 Added 13.5%	6,960 $584,000
Q4 2020 Jan 13, 2021	BUY	$62.23 - $71.54 $190,797 - $219,341	3,066 Added 100.0%	6,132 $448,000
Q2 2020 Jul 08, 2020	BUY	$46.66 - $61.22 $26,036 - $34,160	558 Added 22.25%	3,066 $367,000
Q1 2020 Apr 06, 2020	BUY	$42.17 - $63.99 $105,762 - $160,486	2,508 New	2,508 $234,000

Others Institutions Holding DSI

# of Institutions

623

Shares Held

25.1M

Call Options Held

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
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Foundations Investment Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History