iShares FTSE KLD 400 Social Idx shares owned by Kestra Private Wealth Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Kestra Private Wealth Services
from 13F filings
Historical chart of Kestra Private Wealth Services 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 Kestra Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Kestra Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $702k | 7.0k | 100.81 |
| 2023-12-31 | $2.5M | 27k | 91.05 |
| 2023-09-30 | $2.4M | 29k | 81.41 |
| 2023-06-30 | $2.6M | 31k | 84.17 |
| 2023-03-31 | $3.0M | 38k | 77.99 |
| 2022-12-31 | $2.4M | 34k | 71.79 |
| 2022-09-30 | $2.1M | 32k | 66.97 |
| 2022-06-30 | $2.2M | 31k | 71.90 |
| 2022-03-31 | $2.5M | 29k | 86.62 |
| 2021-12-31 | $1.9M | 20k | 92.92 |
| 2021-09-30 | $1.3M | 16k | 83.20 |
| 2021-06-30 | $644k | 7.8k | 82.81 |
More positions owned by Kestra Private Wealth Services
View all positions for Kestra Private Wealth Services
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx