iShares FTSE KLD 400 Social Idx shares owned by CX Institutional
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by CX Institutional
from 13F filings
Historical chart of CX Institutional investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by CX Institutional
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 14k | 100.81 |
| 2023-12-31 | $3.2M | 36k | 91.05 |
| 2023-09-30 | $2.9M | 36k | 81.41 |
| 2023-06-30 | $2.0M | 24k | 84.17 |
| 2023-03-31 | $1.8M | 23k | 77.99 |
| 2022-12-31 | $1.7M | 23k | 71.79 |
| 2022-09-30 | $1.6M | 24k | 66.95 |
| 2022-06-30 | $1.7M | 24k | 71.91 |
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