iShares FTSE KLD 400 Social Idx shares owned by Onyx Bridge Wealth Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Onyx Bridge Wealth Group
from 13F filings
Historical chart of Onyx Bridge Wealth Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Onyx Bridge Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.8M | 19k | 97.64 |
| 2023-12-31 | $877k | 9.6k | 91.05 |
| 2023-09-30 | $948k | 12k | 81.41 |
| 2023-06-30 | $811k | 9.6k | 84.17 |
| 2023-03-31 | $554k | 7.1k | 77.98 |
| 2022-12-31 | $476k | 6.5k | 72.75 |
| 2022-09-30 | $439k | 6.6k | 66.39 |
| 2022-06-30 | $447k | 6.0k | 74.92 |
| 2022-03-31 | $464k | 5.8k | 79.52 |
| 2021-12-31 | $392k | 4.2k | 93.38 |
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