iShares FTSE KLD 400 Social Idx shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $463k | 3.7k | 125.95 |
| 2025-06-30 | $428k | 3.7k | 116.16 |
| 2024-12-31 | $1.3M | 12k | 110.25 |
| 2024-09-30 | $885k | 8.1k | 108.79 |
| 2024-06-30 | $907k | 8.7k | 103.85 |
| 2024-03-31 | $851k | 8.4k | 100.82 |
| 2023-12-31 | $773k | 8.5k | 91.05 |
| 2023-09-30 | $705k | 8.7k | 81.41 |
| 2023-06-30 | $684k | 8.1k | 84.17 |
| 2023-03-31 | $638k | 8.2k | 77.99 |
| 2022-12-31 | $458k | 6.4k | 71.79 |
| 2022-09-30 | $611k | 9.1k | 66.97 |
| 2022-06-30 | $643k | 8.9k | 71.90 |
| 2022-03-31 | $866k | 10k | 86.62 |
| 2021-12-31 | $981k | 11k | 92.92 |
| 2021-09-30 | $840k | 10k | 83.21 |
| 2021-06-30 | $815k | 9.8k | 82.83 |
| 2021-03-31 | $760k | 10k | 76.36 |
| 2020-12-31 | $482k | 6.7k | 71.54 |
| 2020-09-30 | $236k | 1.8k | 127.95 |
| 2020-06-30 | $214k | 1.8k | 118.02 |
| 2020-03-31 | $167k | 1.7k | 97.39 |
| 2019-12-31 | $230k | 1.9k | 120.13 |
| 2019-09-30 | $200k | 1.8k | 110.91 |
| 2019-06-30 | $330k | 3.0k | 109.36 |
| 2019-03-31 | $299k | 2.8k | 105.48 |
| 2018-12-31 | $212k | 2.3k | 93.00 |
| 2018-09-30 | $244k | 2.3k | 106.79 |
| 2018-06-30 | $231k | 2.3k | 100.94 |
| 2018-03-31 | $126k | 1.3k | 97.72 |
| 2017-12-31 | $51k | 523 | 98.24 |
| 2017-09-30 | $13k | 143 | 92.85 |
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