Sequoia Financial Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History

Sequoia Financial Advisors, LLC

$11.5 Billion
Q4 2024

A detailed history of Sequoia Financial Advisors, LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 15,253 shares of DSI stock, worth $1.56 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

15,253

Previous 17,733 13.99%

Holding current value

$1.56 Million

Previous $1.93 Million 12.86%

% of portfolio

0.01%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$107.41 - $115.71 $266,376 - $286,960	-2,480 Reduced 13.99%	15,253 $1.68 Million
Q3 2024 Oct 21, 2024	SELL	$97.81 - $108.79 $50,274 - $55,918	-514 Reduced 2.82%	17,733 $1.93 Million
Q2 2024 Jul 15, 2024	SELL	$94.27 - $104.77 $23,567 - $26,192	-250 Reduced 1.35%	18,247 $1.89 Million
Q1 2024 Apr 30, 2024	SELL	$89.27 - $100.81 $105,070 - $118,653	-1,177 Reduced 5.98%	18,497 $1.86 Million
Q4 2023 Jan 25, 2024	BUY	$77.74 - $91.23 $1.31 Million - $1.53 Million	16,813 Added 587.66%	19,674 $1.79 Million
Q4 2022 Jan 17, 2023	SELL	$66.36 - $76.94 $39,086 - $45,317	-589 Reduced 17.07%	2,861 $0
Q4 2021 Feb 11, 2022	BUY	$83.4 - $93.49 $287,730 - $322,540	3,450 New	3,450 $321,000
Q3 2021 Oct 26, 2021	SELL	$82.17 - $87.81 $283,486 - $302,944	-3,450 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$62.23 - $71.54 $107,346 - $123,406	1,725 Added 100.0%	3,450 $247,000
Q2 2020 Aug 25, 2020	BUY	$46.66 - $61.22 $80,488 - $105,604	1,725 New	1,725 $204,000
Q2 2020 Aug 11, 2020	BUY	$46.66 - $61.22 $0 - $0	0 New	0 $204,000
Q1 2020 May 11, 2020	SELL	$42.17 - $63.99 $82,611 - $125,356	-1,959 Closed	0 $0
Q1 2019 May 13, 2019	BUY	N/A	1,959 New	1,959 $207,000

Others Institutions Holding DSI

# of Institutions

616

Shares Held

27.6M

Call Options Held

3.1K

Put Options Held

1.6K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
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Sequoia Financial Advisors, LLC Ishares Msci Kld 400 Social Et Transaction History