iShares FTSE KLD 400 Social Idx shares owned by Financial Advisory Service
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Financial Advisory Service
from 13F filings
Historical chart of Financial Advisory Service investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Financial Advisory Service
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $41k | 450 | 91.04 |
| 2023-09-30 | $30k | 370 | 81.39 |
| 2023-06-30 | $31k | 370 | 84.15 |
| 2023-03-31 | $79k | 1.0k | 78.01 |
| 2022-12-31 | $74k | 1.0k | 71.77 |
| 2022-09-30 | $159k | 2.4k | 67.17 |
| 2022-06-30 | $174k | 2.4k | 71.90 |
| 2022-03-31 | $213k | 2.5k | 86.76 |
| 2021-12-31 | $227k | 2.4k | 92.92 |
| 2021-09-30 | $235k | 2.8k | 83.24 |
| 2021-06-30 | $234k | 2.8k | 82.92 |
| 2021-03-31 | $149k | 1.9k | 76.57 |
| 2020-12-31 | $136k | 1.9k | 71.62 |
| 2020-09-30 | $121k | 946 | 127.91 |
| 2020-06-30 | $111k | 941 | 117.96 |
| 2020-03-31 | $97k | 1.0k | 96.90 |
| 2019-12-31 | $120k | 1.0k | 119.88 |
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