iShares FTSE KLD 400 Social Idx shares owned by Litman Gregory Asset Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Litman Gregory Asset Management
from 13F filings
Historical chart of Litman Gregory Asset 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 Litman Gregory Asset Management 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 Litman Gregory Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.1M | 45k | 91.05 |
| 2023-09-30 | $3.5M | 43k | 81.41 |
| 2023-06-30 | $3.6M | 43k | 84.17 |
| 2022-12-31 | $3.2M | 44k | 71.79 |
| 2022-09-30 | $3.0M | 44k | 66.97 |
| 2022-06-30 | $3.2M | 45k | 71.90 |
| 2022-03-31 | $3.4M | 40k | 86.62 |
| 2021-12-31 | $4.0M | 43k | 92.93 |
| 2021-09-30 | $3.6M | 44k | 83.22 |
| 2021-06-30 | $3.7M | 3.7k | 1000.00 |
| 2021-03-31 | $3.2M | 42k | 76.36 |
| 2020-12-31 | $4.1M | 58k | 71.55 |
| 2020-09-30 | $3.6M | 28k | 127.95 |
| 2020-06-30 | $3.5M | 29k | 118.02 |
| 2020-03-31 | $3.3M | 33k | 97.40 |
| 2019-12-31 | $3.1M | 25k | 120.12 |
| 2019-09-30 | $2.8M | 25k | 110.91 |
| 2019-06-30 | $2.9M | 26k | 109.38 |
| 2019-03-31 | $2.9M | 28k | 105.49 |
| 2018-12-31 | $2.6M | 28k | 93.01 |
| 2018-09-30 | $2.9M | 27k | 106.78 |
| 2018-06-30 | $2.7M | 27k | 100.94 |
| 2018-03-31 | $2.7M | 28k | 97.71 |
More positions owned by Litman Gregory Asset Management
View all positions for Litman Gregory Asset Management
Top funds holding iShares FTSE KLD 400 Social Idx
View all funds holding iShares FTSE KLD 400 Social Idx