iShares FTSE KLD 400 Social Idx shares owned by Wealth Alliance
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wealth Alliance
from 13F filings
Historical chart of Wealth Alliance investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 11k | 100.81 |
| 2023-12-31 | $1.1M | 12k | 91.05 |
| 2023-09-30 | $816k | 10k | 81.41 |
| 2023-06-30 | $866k | 10k | 84.17 |
| 2023-03-31 | $848k | 11k | 77.99 |
| 2022-12-31 | $673k | 9.4k | 71.79 |
| 2022-09-30 | $709k | 11k | 66.99 |
| 2022-06-30 | $1.3M | 18k | 71.92 |
| 2022-03-31 | $739k | 8.5k | 86.57 |
| 2021-12-31 | $312k | 3.4k | 93.00 |
| 2021-06-30 | $466k | 5.6k | 82.86 |
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