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Hart & Patterson Financial Group »

iShares FTSE KLD 400 Social Idx shares owned by Hart & Patterson Financial Group

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Hart & Patterson Financial Group from 13F filings

Historical chart of Hart & Patterson Financial Group 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 Hart & Patterson Financial Group 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 Hart & Patterson Financial Group

Quarter filed	Position value	Share count	Share price at filing
2024-12-31	$219k	2.0k	110.25
2024-09-30	$224k	2.1k	108.79
2024-06-30	$224k	2.2k	103.85
2024-03-31	$252k	2.5k	100.81
2023-12-31	$401k	4.4k	91.05

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View all positions for Hart & Patterson Financial Group

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