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iShares FTSE KLD 400 Social Idx shares owned by Geller Family Office Services

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Geller Family Office Services from 13F filings

Historical chart of Geller Family Office Services 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 Geller Family Office Services 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 Geller Family Office Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $491k 5.4k 91.06
2023-09-30 $441k 5.4k 81.73
2023-06-30 $454k 5.4k 84.18
2023-03-31 $473k 6.1k 77.99
2022-12-31 $1.5M 21k 71.79
2022-09-30 $3.5M 52k 66.98
2022-06-30 $3.9M 54k 71.90
2022-03-31 $4.5M 52k 86.62
2021-12-31 $4.9M 52k 92.92
2021-09-30 $4.5M 54k 83.22
2021-06-30 $4.6M 55k 82.83
2021-03-31 $4.5M 60k 76.36
2020-12-31 $4.6M 33k 139.42
2020-09-30 $4.2M 33k 127.95
2020-06-30 $4.1M 35k 118.01
2020-03-31 $2.9M 30k 97.40
2019-12-31 $3.0M 25k 120.11
2019-09-30 $2.5M 22k 110.91
2019-06-30 $2.7M 25k 109.37
2019-03-31 $2.6M 25k 105.48
2018-12-31 $511k 5.5k 92.99
2018-09-30 $506k 4.7k 107.20