Jnba Financial Advisors Ishares Msci Kld 400 Social Et Transaction History

Jnba Financial Advisors

  • $1.09 Billion
  • Q3 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 2,748 shares of DSI stock, worth $348,418. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,748
Previous 2,666 3.08%
Holding current value
$348,418
Previous $309,000 11.97%
% of portfolio
0.03%
Previous 0.03%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
643
Shares Held
24.4M
Call Options Held
0
Put Options Held
2.5K
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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