iShares FTSE KLD 400 Social Idx shares owned by Financial Services Advisory
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Financial Services Advisory
from 13F filings
Historical chart of Financial Services Advisory investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Financial Services Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.7M | 25k | 108.79 |
| 2024-06-30 | $2.7M | 26k | 103.85 |
| 2024-03-31 | $2.3M | 23k | 100.81 |
| 2023-12-31 | $2.1M | 24k | 91.05 |
| 2023-09-30 | $1.5M | 19k | 81.41 |
| 2023-06-30 | $2.3M | 28k | 84.17 |
| 2023-03-31 | $1.5M | 19k | 77.99 |
| 2022-12-31 | $2.3M | 32k | 71.79 |
| 2021-12-31 | $2.2M | 24k | 92.90 |
| 2021-09-30 | $1.7M | 21k | 83.23 |
| 2021-06-30 | $1.5M | 19k | 82.85 |
| 2021-03-31 | $1.2M | 16k | 76.38 |
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Top funds holding iShares FTSE KLD 400 Social Idx
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