Ifp Advisors, Inc Ishares Msci Kld 400 Social Et Transaction History

Ifp Advisors, Inc

$3.59 Billion
Q3 2025

A detailed history of Ifp Advisors, Inc transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Ifp Advisors, Inc holds 142 shares of DSI stock, worth $18,004. This represents 0.0% of its overall portfolio holdings.

Number of Shares

142

Previous 510 72.16%

Holding current value

$18,004

Previous $59,000 71.19%

% of portfolio

0.0%

Previous 0.0%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Dec 02, 2025	SELL	$115.96 - $125.95 $42,673 - $46,349	-368 Reduced 72.16%	142 $17,000
Q2 2025 Jul 24, 2025	SELL	$91.62 - $116.16 $69,264 - $87,816	-756 Reduced 59.72%	510 $59,000
Q1 2025 May 05, 2025	BUY	$101.98 - $115.66 $80,564 - $91,371	790 Added 165.97%	1,266 $129,000
Q1 2024 Jul 30, 2024	SELL	$89.27 - $100.81 $10,623 - $11,996	-119 Reduced 20.0%	476 $47,000
Q3 2023 Oct 12, 2023	SELL	$80.77 - $87.25 $68,816 - $74,337	-852 Reduced 58.88%	595 $48,000

Q4 2022 Feb 07, 2023	SELL	$66.36 - $76.94 $2.2 Million - $2.55 Million	-33,133 Reduced 95.82%	1,447 $148,000
Q2 2022 Sep 06, 2022	BUY	$69.6 - $87.62 $2.41 Million - $3.03 Million	34,580 New	34,580 $3.53 Million
Q2 2022 Aug 12, 2022	SELL	$69.6 - $87.62 $2.41 Million - $3.03 Million	-34,580 Closed	0 $0
Q1 2022 Sep 06, 2022	BUY	$79.44 - $93.34 $2.64 Million - $3.1 Million	33,176 Added 2362.96%	34,580 $0
Q2 2021 Jul 13, 2021	SELL	$77.33 - $82.83 $23,430 - $25,097	-303 Reduced 17.75%	1,404 $116,000
Q1 2021 Apr 30, 2021	BUY	$70.61 - $76.36 $5,790 - $6,261	82 Added 5.05%	1,707 $130,000
Q4 2020 Jan 25, 2021	BUY	$62.23 - $71.54 $62,043 - $71,325	997 Added 158.76%	1,625 $116,000
Q3 2020 Oct 29, 2020	SELL	$59.39 - $68.32 $1,306 - $1,503	-22 Reduced 3.38%	628 $80,000
Q1 2020 May 12, 2020	SELL	$42.17 - $63.99 $12,271 - $18,621	-291 Reduced 30.92%	650 $64,000
Q4 2019 Jan 17, 2020	BUY	$53.71 - $60.35 $26,371 - $29,631	491 Added 109.11%	941 $114,000
Q3 2019 Nov 07, 2019	BUY	$55.16 - $56.18 $3,640 - $3,707	66 Added 17.19%	450 $49,000
Q1 2019 May 15, 2019	SELL	N/A	-309 Reduced 44.59%	384 $39,000
Q4 2018 Jan 23, 2019	SELL	N/A	-640 Reduced 48.01%	693 $0
Q3 2018 Oct 25, 2018	BUY	N/A	51 Added 3.98%	1,333 $0
Q2 2018 Aug 07, 2018	BUY	N/A	610 Added 90.77%	1,282 $0
Q1 2018 Jun 03, 2019	SELL	N/A	-34 Reduced 4.82%	672 $66,000
Q1 2018 May 09, 2018	BUY	N/A	34 Added 5.06%	706 $0
Q4 2017 Jan 24, 2018	BUY	N/A	128 Added 23.53%	672 $0
Q3 2017 Oct 30, 2017	BUY	N/A	36 Added 7.09%	544 $51,000
Q2 2017 Jun 03, 2019	BUY	N/A	486 Added 2209.09%	508 $45,000
Q4 2016 Jun 03, 2019	SELL	N/A	-362 Reduced 94.27%	22 $2,000
Q1 2016 Jun 03, 2019	BUY	N/A	384	384 $39,000

Others Institutions Holding DSI

# of Institutions

643

Shares Held

24.4M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

More about DSI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.

Account