iShares FTSE KLD 400 Social Idx shares owned by Ballast Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Ballast Advisors
from 13F filings
Historical chart of Ballast Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $14k | 137 | 100.81 |
| 2023-12-31 | $13k | 137 | 91.05 |
| 2023-09-30 | $11k | 137 | 81.41 |
| 2023-06-30 | $12k | 137 | 84.17 |
| 2023-03-31 | $11k | 137 | 77.99 |
| 2022-12-31 | $9.8k | 137 | 71.79 |
| 2022-09-30 | $9.0k | 137 | 65.69 |
| 2022-06-30 | $32k | 450 | 71.11 |
| 2022-03-31 | $39k | 450 | 86.67 |
| 2021-12-31 | $42k | 450 | 93.33 |
| 2021-09-30 | $37k | 450 | 82.22 |
| 2021-06-30 | $37k | 450 | 82.22 |
| 2021-03-31 | $34k | 450 | 75.56 |
| 2020-12-31 | $32k | 450 | 71.11 |
| 2020-09-30 | $29k | 225 | 128.89 |
| 2020-06-30 | $27k | 225 | 120.00 |
| 2020-03-31 | $22k | 225 | 97.78 |
| 2019-12-31 | $27k | 225 | 120.00 |
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