iShares FTSE KLD 400 Social Idx shares owned by Continuum Advisory
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Continuum Advisory
from 13F filings
Historical chart of Continuum Advisory investment in iShares FTSE KLD 400 Social Idx
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All positions including iShares FTSE KLD 400 Social Idx held by Continuum Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Continuum Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.4M | 12k | 113.29 |
2024-06-30 | $1.4M | 13k | 103.85 |
2024-03-31 | $1.3M | 13k | 98.93 |
2023-12-31 | $930k | 10k | 91.05 |
2023-09-30 | $309k | 3.8k | 81.41 |
2023-06-30 | $230k | 2.7k | 84.17 |
2023-03-31 | $213k | 2.7k | 78.00 |
2022-12-31 | $208k | 2.9k | 71.79 |
2022-09-30 | $207k | 3.1k | 67.08 |
2022-06-30 | $223k | 3.1k | 71.98 |
Top funds holding iShares FTSE KLD 400 Social Idx
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