Burleson & Company »

iShares FTSE KLD 400 Social Idx shares owned by Burleson & Company

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Burleson & Company from 13F filings

Historical chart of Burleson & Company 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 Burleson & Company 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 Burleson & Company

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.2k 17 71.76

More positions owned by Burleson & Company

Microsoft Corporation (MSFT)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1
Tesla Motors (TSLA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Uber Technologies (UBER)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Burleson & Company

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx