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iShares FTSE KLD 400 Social Idx shares owned by Rollins Financial

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Rollins Financial from 13F filings

Historical chart of Rollins Financial 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 Rollins Financial 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 Rollins Financial

Quarter filed Position value Share count Share price at filing
2023-12-31 $550k 6.0k 91.05
2023-09-30 $491k 6.0k 81.41
2023-06-30 $460k 5.5k 84.17
2023-03-31 $342k 4.4k 77.99

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View all positions for Rollins Financial

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