iShares FTSE KLD 400 Social Idx shares owned by BBR Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by BBR Partners
from 13F filings
Historical chart of BBR Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by BBR Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $1.7M | 21k | 81.41 |
| 2023-06-30 | $1.6M | 19k | 84.17 |
| 2023-03-31 | $1.4M | 19k | 77.99 |
| 2022-12-31 | $1.2M | 17k | 71.79 |
| 2022-09-30 | $1.2M | 17k | 66.99 |
| 2022-06-30 | $1.3M | 17k | 71.91 |
| 2022-03-31 | $1.4M | 16k | 86.63 |
| 2021-12-31 | $1.4M | 15k | 92.90 |
| 2021-09-30 | $1.2M | 14k | 83.22 |
| 2021-06-30 | $1.2M | 15k | 82.81 |
| 2021-03-31 | $1.1M | 15k | 76.35 |
| 2020-12-31 | $1.1M | 15k | 71.55 |
| 2020-09-30 | $1.0M | 7.9k | 127.95 |
| 2020-06-30 | $934k | 7.9k | 117.96 |
| 2020-03-31 | $769k | 7.9k | 97.42 |
| 2019-12-31 | $918k | 7.6k | 120.13 |
| 2019-09-30 | $867k | 7.8k | 110.94 |
| 2019-06-30 | $889k | 8.1k | 109.36 |
| 2019-03-31 | $403k | 3.8k | 105.41 |
| 2018-12-31 | $356k | 3.8k | 93.12 |
| 2018-09-30 | $408k | 3.8k | 106.72 |
| 2018-06-30 | $393k | 3.9k | 100.90 |
| 2018-03-31 | $360k | 3.7k | 97.72 |
| 2017-12-31 | $361k | 3.7k | 98.18 |
| 2017-09-30 | $344k | 3.7k | 92.75 |
| 2017-06-30 | $338k | 3.8k | 89.42 |
| 2017-03-31 | $306k | 3.5k | 86.88 |
| 2016-12-31 | $281k | 3.4k | 82.33 |
| 2016-09-30 | $277k | 3.4k | 80.45 |
| 2016-06-30 | $266k | 3.4k | 77.26 |
| 2016-03-31 | $253k | 3.3k | 76.41 |
| 2015-12-31 | $244k | 3.2k | 75.64 |
| 2015-09-30 | $229k | 3.2k | 70.99 |
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