iShares FTSE KLD 400 Social Idx shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 27k | 91.05 |
| 2023-09-30 | $2.8M | 34k | 81.41 |
| 2023-06-30 | $3.4M | 41k | 84.17 |
| 2023-03-31 | $3.0M | 39k | 77.99 |
| 2022-12-31 | $2.8M | 40k | 71.79 |
| 2022-09-30 | $2.5M | 38k | 66.97 |
| 2022-06-30 | $2.7M | 38k | 71.90 |
| 2022-03-31 | $2.9M | 34k | 86.61 |
| 2021-12-31 | $2.7M | 29k | 92.92 |
| 2021-09-30 | $1.7M | 20k | 83.22 |
| 2021-06-30 | $1.8M | 22k | 82.81 |
| 2021-03-31 | $1.4M | 18k | 76.35 |
| 2020-12-31 | $1.4M | 19k | 71.52 |
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