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

Foundations Investment Advisors, LLC

$4.87 Billion
Q4 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

592

Shares Held

26.4M

Call Options Held

3K

Put Options Held

800

About ISHARES MSCI KLD 400 SOCIAL ET

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