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iShares FTSE KLD 400 Social Idx shares owned by Spectrum Planning & Advisory Services

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Spectrum Planning & Advisory Services from 13F filings

Historical chart of Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services 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 Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $290k 3.2k 91.05
2023-06-30 $288k 3.4k 84.39
2023-03-31 $266k 3.4k 77.99
2022-12-31 $210k 2.9k 71.79
2022-09-30 $245k 3.7k 67.07
2022-06-30 $263k 3.7k 71.92

More positions owned by Spectrum Planning & Advisory Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Proshares Tr Short S&p 500 Ne (SH)
Ishares Tr U.s. Tech Etf (IYW)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Amazon (AMZN)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 100 Etf (OEF)
Woodward Governor Company (WWD)
Ishares Tr Msci Usa Min Vol (USMV)

View all positions for Spectrum Planning & Advisory Services

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Jpmorgan Chase & Co
Bank of America Corporation
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Goldman Sachs Group
Sei Investments
Mariner Wealth Advisors
HPM Partners
Wells Fargo & Company

View all funds holding iShares FTSE KLD 400 Social Idx