iShares FTSE KLD 400 Social Idx shares owned by Ulland Investment Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Ulland Investment Advisors
from 13F filings
Historical chart of Ulland Investment Advisors investment in iShares FTSE KLD 400 Social Idx
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All positions including iShares FTSE KLD 400 Social Idx held by Ulland Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD 400 Social Idx by Ulland Investment Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.4M | 14k | 100.84 |
2023-12-31 | $1.3M | 14k | 91.02 |
2023-09-30 | $1.2M | 14k | 81.42 |
2023-06-30 | $1.2M | 14k | 84.15 |
2023-03-31 | $1.1M | 14k | 77.98 |
2022-12-31 | $1.0M | 14k | 71.81 |
2022-09-30 | $955k | 14k | 66.97 |
2022-06-30 | $1.0M | 14k | 71.88 |
2022-03-31 | $1.2M | 14k | 86.61 |
2021-12-31 | $1.3M | 14k | 92.92 |
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