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

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

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 14,557 shares of DSI stock, worth $1.48 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,557
Previous 15,253 4.56%
Holding current value
$1.48 Million
Previous $1.68 Million 11.36%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$101.98 - $115.66 $70,978 - $80,499
-696 Reduced 4.56%
14,557 $1.49 Million
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
611
Shares Held
27.4M
Call Options Held
3.1K
Put Options Held
1.6K
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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