Jnba Financial Advisors Ishares Msci Kld 400 Social Et Transaction History

Jnba Financial Advisors

$1.11 Billion
Q4 2025

A detailed history of Jnba Financial Advisors transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Jnba Financial Advisors holds 3,241 shares of DSI stock, worth $410,926. This represents 0.04% of its overall portfolio holdings.

Number of Shares

3,241

Previous 2,748 17.94%

Holding current value

$410,926

Previous $346,000 18.5%

% of portfolio

0.04%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 26, 2026	BUY	$123.63 - $130.75 $60,949 - $64,459	493 Added 17.94%	3,241 $410,000
Q3 2025 Oct 28, 2025	BUY	$115.96 - $125.95 $9,508 - $10,327	82 Added 3.08%	2,748 $346,000
Q2 2025 Jul 24, 2025	SELL	$91.62 - $116.16 $641 - $813	-7 Reduced 0.26%	2,666 $309,000
Q1 2025 Apr 25, 2025	SELL	$101.98 - $115.66 $17,336 - $19,662	-170 Reduced 5.98%	2,673 $273,000
Q4 2024 Jan 30, 2025	BUY	$107.41 - $115.71 $1,396 - $1,504	13 Added 0.46%	2,843 $313,000

Q3 2024 Oct 30, 2024	SELL	$97.81 - $108.79 $8,216 - $9,138	-84 Reduced 2.88%	2,830 $307,000
Q1 2024 Apr 26, 2024	BUY	$89.27 - $100.81 $7,855 - $8,871	88 Added 3.11%	2,914 $293,000
Q4 2023 Feb 07, 2024	SELL	$77.74 - $91.23 $8,162 - $9,579	-105 Reduced 3.58%	2,826 $257,000
Q3 2023 Nov 02, 2023	BUY	$80.77 - $87.25 $5,734 - $6,194	71 Added 2.48%	2,931 $238,000
Q2 2023 Aug 03, 2023	BUY	$76.24 - $84.24 $3,354 - $3,706	44 Added 1.56%	2,860 $240,000
Q4 2022 Feb 06, 2023	SELL	$66.36 - $76.94 $45,987 - $53,319	-693 Reduced 19.75%	2,816 $202,000
Q2 2022 Jul 22, 2022	BUY	$69.6 - $87.62 $10,509 - $13,230	151 Added 4.5%	3,509 $252,000
Q4 2020 Jan 25, 2021	BUY	$62.23 - $71.54 $107,035 - $123,048	1,720 Added 105.01%	3,358 $240,000
Q2 2020 Jul 24, 2020	BUY	$46.66 - $61.22 $419 - $550	9 Added 0.55%	1,638 $193,000
Q1 2020 May 01, 2020	BUY	$42.17 - $63.99 $1,771 - $2,687	42 Added 2.65%	1,629 $159,000
Q4 2019 Feb 10, 2020	BUY	$53.71 - $60.35 $14,018 - $15,751	261 Added 19.68%	1,587 $191,000
Q4 2018 Feb 07, 2019	BUY	N/A	1,326 New	1,326 $123,000
Q3 2018 Nov 01, 2018	SELL	N/A	-1,326 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	1,326	1,326 $118,000

Others Institutions Holding DSI

# of Institutions

655

Shares Held

24.5M

Call Options Held

Put Options Held

2.5K

View Full List

About ISHARES MSCI KLD 400 SOCIAL ET

Ticker DSI
Sector ETFs
Industry ETFs

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Jnba Financial Advisors Ishares Msci Kld 400 Social Et Transaction History