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iShares FTSE KLD 400 Social Idx shares owned by Rossmore Private Capital

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

Historical chart of Rossmore Private Capital 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 Rossmore Private Capital 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 Rossmore Private Capital

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 3.2k 100.81
2023-12-31 $290k 3.2k 91.05
2023-09-30 $256k 3.1k 81.41
2023-06-30 $263k 3.1k 84.17
2023-03-31 $239k 3.1k 77.99
2022-12-31 $217k 3.0k 71.79
2022-09-30 $200k 3.0k 66.93
2022-06-30 $214k 3.0k 71.98
2022-03-31 $258k 3.0k 86.78
2021-12-31 $276k 3.0k 92.84
2021-09-30 $247k 3.0k 83.08
2021-06-30 $246k 3.0k 82.74
2021-03-31 $227k 3.0k 76.35