iShares FTSE KLD 400 Social Idx shares owned by Grant/GrossMendelsohn
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Grant/GrossMendelsohn
from 13F filings
Historical chart of Grant/GrossMendelsohn investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Grant/GrossMendelsohn
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 15k | 108.79 |
| 2024-06-30 | $1.2M | 12k | 103.85 |
| 2024-03-31 | $740k | 7.4k | 99.61 |
| 2023-12-31 | $334k | 3.6k | 93.63 |
| 2023-09-30 | $264k | 3.2k | 81.73 |
| 2023-06-30 | $272k | 3.2k | 84.18 |
| 2022-12-31 | $235k | 3.2k | 72.75 |
| 2022-09-30 | $230k | 3.2k | 71.14 |
| 2022-06-30 | $234k | 3.2k | 72.38 |
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