IMA Advisory Services, Inc. DSI Holdings History
IMA Advisory Services, Inc.'s iShares ESG MSCI KLD 400 ETF Holding Summary
As of 2025-03-31, IMA Advisory Services, Inc. held 416,825.00 shares of iShares ESG MSCI KLD 400 ETF(DSI), totaling $42.51 Mil. This investment constitutes 5.04% of their stock portfolio, and IMA Advisory Services, Inc. now holds 1.01% of the outstanding iShares ESG MSCI KLD 400 ETF(DSI) stock.
The initial trade took place in 2024Q4. And since then IMA Advisory Services, Inc. has made 1 purchases of DSI, at an average price of $111.79, for a total of 851,724.00 shares. In addition, there have been 1 sales at an average price of $109.10 for 434,899.00 shares. Based on historical transaction data and DSI's current price of $117.59, IMA Advisory Services, Inc.'s estimated gain on his DSI holdings is $1.25 Mil, reflecting a 1.31% gain to date.
IMA Advisory Services, Inc. DSI ($117.59) Holding Chart
IMA Advisory Services, Inc. DSI ($117.59) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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