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iShares FTSE KLD 400 Social Idx shares owned by Annapolis Financial Services

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Annapolis Financial Services from 13F filings

Historical chart of Annapolis Financial 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 Annapolis Financial 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 Annapolis Financial Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 17k 108.79
2024-06-30 $1.8M 17k 103.85
2024-03-31 $1.7M 17k 100.81
2023-12-31 $1.6M 17k 91.05
2023-09-30 $1.4M 17k 81.41
2023-06-30 $1.5M 17k 84.17
2023-03-31 $1.3M 17k 77.99
2022-12-31 $1.2M 17k 71.79
2022-09-30 $1.2M 17k 66.99
2022-06-30 $1.2M 17k 71.91
2022-03-31 $1.5M 17k 86.60
2021-12-31 $1.6M 17k 92.91
2021-09-30 $1.4M 17k 83.19
2021-06-30 $1.4M 17k 82.84
2021-03-31 $1.3M 17k 76.36
2020-12-31 $1.2M 17k 71.56