iShares FTSE KLD 400 Social Idx shares owned by Altfest L J & Co
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Altfest L J & Co
from 13F filings
Historical chart of Altfest L J & Co investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Altfest L J & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 22k | 125.95 |
| 2025-06-30 | $2.6M | 22k | 116.16 |
| 2025-03-31 | $2.3M | 23k | 102.41 |
| 2024-12-31 | $2.5M | 23k | 110.25 |
| 2024-09-30 | $2.6M | 24k | 108.78 |
| 2024-06-30 | $2.5M | 24k | 103.84 |
| 2024-03-31 | $2.5M | 25k | 100.82 |
| 2023-12-31 | $2.1M | 23k | 91.03 |
| 2023-09-30 | $2.1M | 26k | 81.40 |
| 2023-06-30 | $2.4M | 28k | 84.17 |
| 2023-03-31 | $2.4M | 31k | 78.00 |
| 2022-12-31 | $2.2M | 30k | 71.81 |
| 2022-09-30 | $2.0M | 30k | 66.97 |
| 2022-06-30 | $2.0M | 28k | 71.89 |
| 2022-03-31 | $2.4M | 27k | 86.63 |
| 2021-12-31 | $2.8M | 31k | 92.90 |
| 2021-09-30 | $2.2M | 27k | 83.22 |
| 2021-06-30 | $2.0M | 25k | 82.85 |
| 2021-03-31 | $1.6M | 21k | 76.37 |
| 2020-12-31 | $1.3M | 18k | 71.53 |
| 2020-09-30 | $1.0M | 8.1k | 127.99 |
| 2020-06-30 | $861k | 7.3k | 118.07 |
| 2020-03-31 | $659k | 6.8k | 97.41 |
| 2019-12-31 | $590k | 4.9k | 120.14 |
| 2019-09-30 | $375k | 3.4k | 110.82 |
| 2019-06-30 | $265k | 2.4k | 109.46 |
| 2019-03-31 | $282k | 2.7k | 105.38 |
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