iShares FTSE KLD 400 Social Idx shares owned by Matrix Private Capital Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Matrix Private Capital Group
from 13F filings
Historical chart of Matrix Private Capital Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Matrix Private Capital Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $84k | 1.0k | 81.73 |
| 2023-06-30 | $86k | 1.0k | 84.17 |
| 2023-03-31 | $80k | 1.0k | 77.99 |
| 2022-12-31 | $73k | 1.0k | 71.79 |
| 2022-09-30 | $68k | 1.0k | 66.54 |
| 2022-06-30 | $73k | 1.0k | 71.43 |
| 2022-03-31 | $89k | 1.0k | 87.08 |
| 2021-12-31 | $95k | 1.0k | 92.96 |
| 2021-09-30 | $85k | 1.0k | 83.17 |
| 2021-06-30 | $85k | 1.0k | 83.17 |
| 2021-03-31 | $78k | 1.0k | 76.32 |
| 2020-12-31 | $73k | 1.0k | 71.43 |
| 2020-09-30 | $65k | 511 | 127.20 |
| 2020-06-30 | $60k | 511 | 117.42 |
| 2020-03-31 | $50k | 511 | 97.85 |
| 2019-12-31 | $61k | 511 | 119.37 |
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