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

Life Plan Investment Advisors, Inc.

  • $238 Billion
  • Q3 2025

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 6,084 shares of DSI stock, worth $771,390. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,084
Previous 6,260 2.81%
Holding current value
$771,390
Previous $727 Million 5.38%
% of portfolio
0.32%
Previous 0.36%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$115.96 - $125.95 $20,408 - $22,167
-176 Reduced 2.81%
6,084 $766 Million
Q2 2025

Aug 14, 2025
SELL
$91.62 - $116.16 $14,567 - $18,469
-159 Reduced 2.48%
6,260 $727 Million
Q1 2025

May 13, 2025
BUY
$101.98 - $115.66 $105,753 - $119,939
1,037 Added 19.27%
6,419 $657 Million
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
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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