Bigelow Investment Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Bigelow Investment Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Bigelow Investment Advisors from 13F filings

Historical chart of Bigelow Investment Advisors 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 Bigelow Investment Advisors 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 Bigelow Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $800k 8.8k 91.05
2023-09-30 $751k 9.2k 81.41
2023-06-30 $770k 9.2k 84.17
2023-03-31 $704k 9.0k 77.99
2022-12-31 $802k 11k 71.79
2022-09-30 $677k 10k 66.98
2022-06-30 $714k 9.9k 71.86
2022-03-31 $915k 11k 86.66
2021-12-31 $868k 9.3k 92.95
2021-09-30 $674k 8.1k 83.23
2021-06-30 $623k 7.5k 82.89
2021-03-31 $574k 7.5k 76.37
2020-12-31 $463k 6.5k 71.49
2020-09-30 $392k 3.1k 128.06
2020-06-30 $304k 2.6k 117.83
2020-03-31 $236k 2.4k 97.52
2019-12-31 $271k 2.3k 119.91
2019-09-30 $251k 2.3k 111.06
2019-06-30 $220k 2.0k 109.18
2019-03-31 $204k 1.9k 105.70