iShares FTSE KLD 400 Social Idx shares owned by Chicago Partners Investment
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Chicago Partners Investment
from 13F filings
Historical chart of Chicago Partners Investment investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Chicago Partners Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.3M | 24k | 96.38 |
| 2023-12-31 | $2.2M | 24k | 93.33 |
| 2023-09-30 | $1.9M | 24k | 79.78 |
| 2023-06-30 | $2.0M | 24k | 85.63 |
| 2023-03-31 | $893k | 12k | 77.61 |
| 2022-12-31 | $905k | 12k | 78.75 |
| 2022-09-30 | $842k | 12k | 70.67 |
| 2022-06-30 | $929k | 12k | 78.17 |
| 2022-03-31 | $883k | 12k | 74.40 |
| 2021-12-31 | $1.0M | 12k | 84.54 |
| 2021-09-30 | $1.1M | 12k | 91.84 |
| 2021-06-30 | $1.0M | 12k | 85.31 |
| 2021-03-31 | $947k | 12k | 80.75 |
| 2020-12-31 | $900k | 12k | 73.06 |
| 2020-09-30 | $786k | 6.1k | 128.85 |
| 2020-06-30 | $752k | 6.1k | 123.52 |
| 2020-03-31 | $658k | 6.1k | 108.26 |
| 2019-12-31 | $752k | 6.1k | 124.09 |
| 2019-09-30 | $654k | 5.9k | 111.78 |
| 2019-06-30 | $587k | 5.3k | 111.26 |
| 2019-03-31 | $572k | 5.3k | 108.62 |
| 2018-12-31 | $508k | 5.3k | 96.69 |
| 2018-09-30 | $546k | 5.7k | 95.79 |
| 2018-06-30 | $455k | 4.5k | 101.02 |
| 2018-03-31 | $307k | 3.1k | 97.65 |
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