iShares FTSE KLD 400 Social Idx shares owned by Harborview Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Harborview Advisors
from 13F filings
Historical chart of Harborview Advisors investment in iShares FTSE KLD 400 Social Idx
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All positions including iShares FTSE KLD 400 Social Idx held by Harborview Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD 400 Social Idx by Harborview Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2021-09-30 | $385k | 4.6k | 83.15 |
2021-06-30 | $343k | 4.1k | 82.73 |
2021-03-31 | $305k | 4.0k | 76.44 |
2020-12-31 | $354k | 4.9k | 71.57 |
2020-09-30 | $313k | 2.4k | 127.86 |
2020-06-30 | $288k | 2.4k | 117.89 |
2020-03-31 | $240k | 2.5k | 97.28 |
2019-12-31 | $299k | 2.5k | 120.32 |
2019-09-30 | $273k | 2.5k | 110.84 |
2019-06-30 | $291k | 2.7k | 109.28 |
2019-03-31 | $326k | 3.1k | 105.64 |
2018-12-31 | $282k | 3.0k | 93.16 |
2018-09-30 | $312k | 2.9k | 106.70 |
2018-06-30 | $254k | 2.5k | 101.07 |
2018-03-31 | $221k | 2.3k | 97.66 |
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