iShares FTSE KLD 400 Social Idx shares owned by Guardian Wealth Advisors, Llc / Nc
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Guardian Wealth Advisors, Llc / Nc
from 13F filings
Historical chart of Guardian Wealth Advisors, Llc / Nc investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $63k | 580 | 108.79 |
| 2024-06-30 | $60k | 580 | 103.85 |
| 2024-03-31 | $59k | 580 | 100.81 |
| 2023-12-31 | $53k | 580 | 91.05 |
| 2023-09-30 | $47k | 580 | 81.73 |
| 2023-06-30 | $52k | 614 | 84.17 |
| 2023-03-31 | $48k | 621 | 77.99 |
| 2022-12-31 | $44k | 614 | 71.79 |
| 2022-09-30 | $41k | 614 | 66.78 |
| 2022-06-30 | $44k | 614 | 71.66 |
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