Baron Financial Group »

iShares FTSE KLD 400 Social Idx shares owned by Baron Financial Group

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

Historical chart of Baron Financial Group 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 Baron Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Baron Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $204k 2.2k 91.05
2023-06-30 $213k 2.5k 84.17
2023-03-31 $217k 2.8k 77.99
2022-12-31 $1.7M 24k 71.79
2022-09-30 $1.6M 24k 66.98
2022-06-30 $1.7M 24k 71.90
2022-03-31 $1.9M 22k 86.62
2021-12-31 $1.9M 21k 92.92
2021-09-30 $1.7M 21k 83.21
2021-06-30 $1.7M 21k 82.83
2021-03-31 $1.6M 20k 76.36
2020-12-31 $1.3M 19k 71.54
2020-09-30 $1.1M 8.9k 127.95