iShares FTSE KLD 400 Social Idx shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 379k | 91.14 |
| 2023-09-30 | $37M | 450k | 81.42 |
| 2023-06-30 | $34M | 409k | 84.19 |
| 2023-03-31 | $32M | 405k | 78.00 |
| 2022-12-31 | $33M | 456k | 71.80 |
| 2022-09-30 | $32M | 472k | 67.01 |
| 2022-06-30 | $33M | 459k | 71.94 |
| 2022-03-31 | $25M | 292k | 86.55 |
| 2021-12-31 | $20M | 218k | 92.94 |
| 2021-09-30 | $16M | 193k | 83.10 |
| 2021-06-30 | $18M | 223k | 82.76 |
| 2021-03-31 | $17M | 223k | 76.53 |
| 2020-12-31 | $18M | 255k | 71.51 |
| 2020-09-30 | $13M | 103k | 127.81 |
| 2020-06-30 | $9.4M | 80k | 118.23 |
| 2020-03-31 | $54M | 554k | 97.73 |
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