iShares FTSE KLD 400 Social Idx shares owned by Bp Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Bp Wealth Management
from 13F filings
Historical chart of Bp Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Bp Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.2M | 24k | 91.05 |
| 2023-09-30 | $2.1M | 26k | 81.41 |
| 2023-06-30 | $2.4M | 28k | 84.17 |
| 2023-03-31 | $2.1M | 27k | 77.99 |
| 2022-12-31 | $1.4M | 19k | 71.79 |
| 2022-09-30 | $1.3M | 20k | 66.95 |
| 2022-06-30 | $2.2M | 30k | 71.91 |
| 2022-03-31 | $2.6M | 30k | 86.60 |
| 2021-12-31 | $2.8M | 30k | 92.90 |
| 2021-09-30 | $5.9M | 70k | 83.22 |
| 2021-06-30 | $5.8M | 70k | 82.49 |
| 2021-03-31 | $5.8M | 76k | 76.36 |
| 2020-12-31 | $4.5M | 63k | 71.07 |
| 2020-09-30 | $6.6M | 51k | 128.17 |
| 2020-06-30 | $11M | 97k | 116.75 |
| 2020-03-31 | $76k | 788 | 96.45 |
| 2019-12-31 | $1.3M | 11k | 120.13 |
| 2019-09-30 | $1.1M | 9.8k | 110.91 |
| 2019-06-30 | $1.0M | 9.3k | 109.36 |
Top funds holding iShares FTSE KLD 400 Social Idx
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