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iShares FTSE KLD 400 Social Idx shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-03-31 $450k 4.5k 100.81
2023-12-31 $406k 4.5k 91.05
2023-09-30 $363k 4.5k 81.41
2023-06-30 $376k 4.5k 84.17
2023-03-31 $348k 4.5k 77.99
2022-12-31 $321k 4.5k 71.79
2022-09-30 $299k 4.5k 66.98
2022-06-30 $321k 4.5k 71.91
2022-03-31 $369k 4.5k 82.66

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

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
Sei Investments
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities

View all funds holding iShares FTSE KLD 400 Social Idx