Sequent Planning LLC Ishares Msci Kld 400 Social Et Transaction History

Sequent Planning LLC

  • $352 Billion
  • Q3 2025

A detailed history of Sequent Planning LLC transactions in Ishares Msci Kld 400 Social Et stock. As of the latest transaction made, Sequent Planning LLC holds 1,905 shares of DSI stock, worth $241,534. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,905
Previous 1,937 1.65%
Holding current value
$241,534
Previous $225 Million 6.64%
% of portfolio
0.07%
Previous 0.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$115.96 - $125.95 $3,710 - $4,030
-32 Reduced 1.65%
1,905 $240 Million
Q2 2025

Aug 14, 2025
BUY
$91.62 - $116.16 $177,467 - $225,001
1,937 New
1,937 $225 Million
Q4 2024

Feb 11, 2025
BUY
$107.41 - $115.71 $208,053 - $224,130
1,937 New
1,937 $214 Million

Others Institutions Holding DSI

# of Institutions
642
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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