iShares FTSE KLD 400 Social Idx shares owned by Buffington Mohr McNeal
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Buffington Mohr McNeal
from 13F filings
Historical chart of Buffington Mohr McNeal investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Buffington Mohr McNeal
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $381k | 3.8k | 100.82 |
| 2023-12-31 | $344k | 3.8k | 91.06 |
| 2023-09-30 | $308k | 3.8k | 81.42 |
| 2023-06-30 | $318k | 3.8k | 84.18 |
| 2023-03-31 | $915k | 12k | 77.99 |
| 2022-12-31 | $842k | 12k | 71.79 |
| 2022-09-30 | $785k | 12k | 66.93 |
| 2022-06-30 | $843k | 12k | 71.88 |
| 2022-03-31 | $1.0M | 12k | 86.63 |
| 2021-12-31 | $1.1M | 12k | 92.94 |
| 2021-09-30 | $976k | 12k | 83.22 |
| 2021-06-30 | $954k | 12k | 82.83 |
| 2021-03-31 | $797k | 10k | 76.36 |
| 2020-12-31 | $747k | 10k | 71.57 |
| 2020-09-30 | $660k | 5.2k | 127.88 |
| 2020-06-30 | $609k | 5.2k | 118.00 |
| 2020-03-31 | $498k | 5.1k | 97.48 |
| 2019-12-31 | $614k | 5.1k | 120.18 |
| 2019-09-30 | $564k | 5.1k | 110.89 |
| 2019-06-30 | $556k | 5.1k | 109.32 |
| 2019-03-31 | $536k | 5.1k | 105.39 |
| 2018-12-31 | $443k | 4.8k | 93.05 |
| 2018-09-30 | $460k | 4.3k | 106.70 |
| 2018-06-30 | $415k | 4.1k | 100.95 |
| 2018-03-31 | $293k | 3.0k | 97.67 |
| 2017-12-31 | $295k | 3.0k | 98.33 |
| 2017-09-30 | $518k | 5.4k | 95.40 |
| 2017-06-30 | $485k | 5.4k | 89.32 |
| 2017-03-31 | $471k | 5.4k | 86.74 |
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