iShares FTSE KLD 400 Social Idx shares owned by Sequoia Financial Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Sequoia Financial Advisors
from 13F filings
Historical chart of Sequoia Financial Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Sequoia Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.9M | 18k | 108.79 |
| 2024-06-30 | $1.9M | 18k | 103.85 |
| 2024-03-31 | $1.9M | 19k | 100.81 |
| 2023-12-31 | $1.8M | 20k | 91.05 |
| 2023-09-30 | $233k | 2.9k | 81.41 |
| 2023-06-30 | $241k | 2.9k | 84.17 |
| 2023-03-31 | $223k | 2.9k | 77.99 |
| 2022-12-31 | $205k | 2.9k | 71.79 |
| 2022-09-30 | $231k | 3.5k | 66.96 |
| 2022-06-30 | $248k | 3.5k | 71.88 |
| 2022-03-31 | $299k | 3.5k | 86.67 |
| 2021-12-31 | $321k | 3.5k | 93.04 |
| 2021-06-30 | $286k | 3.5k | 82.90 |
| 2021-03-31 | $263k | 3.5k | 76.23 |
| 2020-12-31 | $247k | 3.5k | 71.59 |
| 2020-09-30 | $221k | 1.7k | 128.12 |
| 2020-06-30 | $0 | 0 | 0.00 |
| 2019-12-31 | $235k | 2.0k | 119.96 |
| 2019-09-30 | $217k | 2.0k | 110.77 |
| 2019-06-30 | $214k | 2.0k | 109.24 |
| 2019-03-31 | $207k | 2.0k | 105.67 |
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