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iShares FTSE KLD 400 Social Idx shares owned by Gradient Investments

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

Historical chart of Gradient Investments 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 Gradient Investments 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 Gradient Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.6M 51k 91.05
2023-09-30 $4.2M 52k 81.41
2023-06-30 $4.4M 53k 84.17
2023-03-31 $4.5M 58k 77.99
2022-12-31 $4.6M 65k 71.79
2022-09-30 $5.3M 79k 66.97
2022-06-30 $9.8M 136k 71.90
2022-03-31 $13M 153k 86.62
2021-12-31 $15M 159k 92.92
2021-09-30 $8.1M 98k 83.21
2021-06-30 $6.1M 74k 82.83
2021-03-31 $9.9M 129k 76.36
2020-12-31 $1.5M 12k 127.98
2020-09-30 $1.5M 12k 127.98
2020-06-30 $1.3M 11k 118.06
2020-03-31 $1.0M 11k 97.42
2019-12-31 $1.2M 9.9k 120.10
2019-09-30 $1.5M 14k 110.93
2019-06-30 $1.5M 14k 109.35
2019-03-31 $1.4M 13k 105.47
2018-12-31 $914k 9.8k 93.03
2018-09-30 $4.0k 41 97.56
2018-06-30 $592k 5.9k 100.89
2018-03-31 $581k 5.9k 97.78
2017-12-31 $502k 5.1k 98.28
2017-09-30 $473k 5.1k 92.84
2017-06-30 $441k 4.9k 89.34
2017-03-31 $384k 4.4k 86.74
2016-12-31 $71k 867 81.89
2016-09-30 $70k 867 80.74
2015-06-30 $7.0k 96 72.92
2015-03-31 $7.0k 96 72.92
2014-12-31 $7.0k 96 72.92