iShares FTSE KLD 400 Social Idx shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $2.8M | 24k | 116.16 |
| 2025-03-31 | $2.7M | 26k | 102.41 |
| 2024-12-31 | $2.3M | 21k | 110.25 |
| 2024-09-30 | $2.5M | 23k | 108.79 |
| 2024-06-30 | $2.5M | 24k | 103.85 |
| 2024-03-31 | $2.3M | 23k | 100.81 |
| 2023-12-31 | $2.1M | 23k | 91.05 |
| 2023-09-30 | $1.9M | 23k | 81.41 |
| 2023-06-30 | $2.0M | 24k | 84.17 |
| 2023-03-31 | $1.8M | 23k | 77.99 |
| 2022-12-31 | $2.2M | 31k | 71.79 |
| 2022-09-30 | $1.7M | 26k | 66.97 |
| 2022-06-30 | $1.6M | 23k | 71.88 |
| 2022-03-31 | $1.4M | 16k | 86.83 |
| 2021-12-31 | $1.2M | 13k | 92.91 |
| 2021-09-30 | $1.0M | 12k | 83.22 |
| 2021-06-30 | $990k | 12k | 82.87 |
| 2021-03-31 | $853k | 11k | 76.42 |
| 2020-12-31 | $803k | 11k | 71.47 |
| 2020-09-30 | $1.7M | 14k | 128.14 |
| 2020-06-30 | $934k | 7.9k | 118.09 |
| 2020-03-31 | $745k | 7.6k | 97.59 |
| 2019-12-31 | $911k | 7.6k | 119.98 |
More positions owned by H D Vest Advisory Services
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