Farther Finance Advisors »

iShares FTSE KLD 400 Social Idx shares owned by Farther Finance Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Farther Finance Advisors from 13F filings

Historical chart of Farther Finance Advisors 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 Farther Finance Advisors 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 Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.9M 15k 128.83
2025-09-30 $1.8M 14k 125.95
2025-06-30 $1.5M 13k 116.16
2025-03-31 $1.3M 13k 102.90
2024-12-31 $1.0M 9.3k 110.26
2024-09-30 $1.2M 11k 108.79
2024-06-30 $1.1M 10k 103.93
2024-03-31 $935k 9.3k 100.76
2023-12-31 $847k 9.3k 91.05
2023-09-30 $622k 7.6k 81.41
2023-06-30 $651k 7.7k 84.17
2023-03-31 $620k 7.9k 77.99
2022-12-31 $1.3M 19k 71.79