iShares FTSE KLD 400 Social Idx shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private 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 Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $362k | 2.9k | 125.95 |
| 2025-06-30 | $335k | 2.9k | 116.16 |
| 2025-03-31 | $295k | 2.9k | 102.41 |
| 2024-12-31 | $321k | 2.9k | 110.25 |
| 2024-06-30 | $277k | 2.7k | 103.85 |
| 2024-03-31 | $51k | 506 | 100.81 |
| 2023-12-31 | $46k | 506 | 91.05 |
| 2023-09-30 | $41k | 506 | 81.41 |
| 2023-06-30 | $43k | 506 | 84.17 |
| 2023-03-31 | $40k | 506 | 77.99 |
| 2022-12-31 | $36k | 506 | 71.79 |
| 2022-09-30 | $34k | 506 | 67.19 |
| 2022-06-30 | $36k | 506 | 71.15 |
| 2022-03-31 | $44k | 506 | 86.96 |
| 2021-12-31 | $47k | 506 | 92.89 |
| 2021-09-30 | $42k | 506 | 83.00 |
| 2021-06-30 | $42k | 506 | 83.00 |
| 2021-03-31 | $39k | 506 | 77.08 |
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