ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Sequoia Financial Advisors, LLC's Holding History (CIK: 0001599900)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 11,555 Value ($000) $1,489 Avg Close Range
Q3 2025
Shares 13,974 Value ($000) $1,760 Avg Close Range
Q2 2025
Shares 14,038 Value ($000) $1,631 Avg Close Range
Q1 2025
Shares 14,557 Value ($000) $1,491 Avg Close Range
Q4 2024
Shares 15,253 Value ($000) $1,682 Avg Close Range
Q3 2024
Shares 17,733 Value ($000) $1,929 Avg Close Range
Q2 2024
Shares 18,247 Value ($000) $1,895 Avg Close Range
Q1 2024
Shares 18,497 Value ($000) $1,865 Avg Close Range
Q4 2023
Shares 19,674 Value ($000) $1,791 Avg Close Range
Q3 2023
Shares 2,861 Value ($000) $233 Avg Close Range
Q2 2023
Shares 2,861 Value ($000) $241 Avg Close Range
Q1 2023
Shares 2,861 Value ($000) $223 Avg Close Range
Q4 2022
Shares 2,861 Value ($000) $205 Avg Close Range
Q3 2022
Shares 3,450 Value ($000) $231 Avg Close Range
Q2 2022
Shares 3,450 Value ($000) $248 Avg Close Range
Q1 2022
Shares 3,450 Value ($000) $299 Avg Close Range
Q4 2021
Shares 3,450 Value ($000) $321 Avg Close Range
Q2 2021
Shares 3,450 Value ($000) $286 Avg Close Range
Q1 2021
Shares 3,450 Value ($000) $263 Avg Close Range
Q4 2020
Shares 3,450 Value ($000) $247 Avg Close Range
Q3 2020
Shares 1,725 Value ($000) $221 Avg Close Range
Q2 2020
Shares 1,725 Value ($000) $204 Avg Close Range
Q4 2019
Shares 1,959 Value ($000) $235 Avg Close Range
Q3 2019
Shares 1,959 Value ($000) $217 Avg Close Range
Q2 2019
Shares 1,959 Value ($000) $214 Avg Close Range
Q1 2019
Shares 1,959 Value ($000) $207 Avg Close Range