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iShares FTSE KLD 400 Social Idx shares owned by Blume Capital Management

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Blume Capital Management from 13F filings

Historical chart of Blume Capital Management investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Blume Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Blume Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $349k 3.8k 91.05
2023-09-30 $313k 3.8k 81.41
2023-06-30 $376k 4.5k 84.17
2023-03-31 $349k 4.5k 77.99
2022-12-31 $321k 4.5k 71.79
2022-09-30 $299k 4.5k 66.92
2022-06-30 $321k 4.5k 71.84
2022-03-31 $387k 4.5k 86.62
2021-12-31 $415k 4.5k 92.88
2021-09-30 $397k 4.8k 83.26
2021-06-30 $395k 4.8k 82.84
2021-03-31 $364k 4.8k 76.34
2020-12-31 $341k 4.8k 71.52
2020-09-30 $319k 2.5k 127.80
2020-06-30 $295k 2.5k 118.19
2020-03-31 $243k 2.5k 97.36
2019-12-31 $299k 2.5k 119.79
2019-09-30 $276k 2.5k 110.58
2019-06-30 $273k 2.5k 109.38
2019-03-31 $263k 2.5k 105.37
2018-12-31 $232k 2.5k 92.95
2018-09-30 $267k 2.5k 106.97
2018-06-30 $252k 2.5k 100.96
2018-03-31 $164k 1.7k 97.39
2017-12-31 $165k 1.7k 97.98
2017-09-30 $156k 1.7k 92.64
2017-06-30 $150k 1.7k 89.07
2017-03-31 $146k 1.7k 86.70
2016-12-31 $136k 1.7k 82.22
2016-09-30 $113k 1.4k 80.71
2016-06-30 $108k 800 135.00
2016-03-31 $107k 1.4k 76.43
2015-12-31 $106k 1.4k 75.71
2015-09-30 $99k 1.4k 70.71
2015-06-30 $99k 1.3k 76.15
2015-03-31 $100k 1.3k 76.92
2014-12-31 $92k 1.2k 76.67
2014-09-30 $81k 1.1k 73.64
2014-06-30 $71k 975 72.82
2014-03-31 $56k 800 70.00
2013-12-31 $55k 800 68.75

More positions owned by Blume Capital Management

Dimensional Etf Trust Intl Core Equity (DFIC)
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Select Sector Spdr Tr Energy (XLE)
Charles Schwab Corporation (SCHW)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
FedEx Corporation (FDX)
Uber Technologies (UBER)
Comcast Corp Cl A (CMCSA)
Microsoft Corporation (MSFT)
Bank of America Corporation (BAC)
Johnson & Johnson (JNJ)
Meta Platforms Cl A (META)
Capital One Financial (COF)

View all positions for Blume Capital Management

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx