iShares FTSE KLD 400 Social Idx shares owned by Howe and Rusling
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Howe and Rusling
from 13F filings
Historical chart of Howe and Rusling investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Howe and Rusling
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $227k | 2.1k | 108.78 |
| 2024-03-31 | $210k | 2.1k | 100.83 |
| 2023-12-31 | $190k | 2.1k | 91.06 |
| 2023-09-30 | $177k | 2.2k | 81.40 |
| 2023-06-30 | $183k | 2.2k | 84.16 |
| 2023-03-31 | $169k | 2.2k | 78.01 |
| 2022-12-31 | $155k | 2.2k | 71.79 |
| 2022-09-30 | $144k | 2.2k | 66.79 |
| 2022-06-30 | $177k | 2.5k | 71.72 |
| 2022-03-31 | $213k | 2.5k | 86.62 |
| 2021-12-31 | $228k | 2.5k | 93.06 |
| 2021-09-30 | $196k | 2.4k | 83.30 |
| 2021-06-30 | $195k | 2.4k | 82.87 |
| 2021-03-31 | $156k | 2.0k | 76.55 |
| 2020-12-31 | $146k | 2.0k | 71.64 |
| 2020-09-30 | $130k | 1.0k | 127.58 |
| 2020-06-30 | $127k | 1.1k | 118.14 |
| 2020-03-31 | $105k | 1.1k | 97.67 |
| 2019-12-31 | $146k | 1.2k | 120.16 |
| 2019-09-30 | $135k | 1.2k | 111.11 |
| 2019-06-30 | $133k | 1.2k | 109.47 |
| 2019-03-31 | $128k | 1.2k | 105.35 |
| 2018-12-31 | $124k | 1.3k | 92.88 |
| 2018-09-30 | $148k | 1.4k | 106.86 |
| 2018-06-30 | $154k | 1.5k | 100.98 |
| 2018-03-31 | $149k | 1.5k | 97.70 |
| 2017-12-31 | $150k | 1.5k | 98.36 |
| 2017-09-30 | $142k | 1.5k | 93.11 |
| 2017-06-30 | $142k | 1.6k | 89.03 |
| 2017-03-31 | $149k | 1.7k | 86.83 |
| 2016-12-31 | $141k | 1.7k | 82.17 |
| 2016-09-30 | $138k | 1.7k | 80.42 |
| 2016-06-30 | $123k | 1.6k | 77.07 |
| 2016-03-31 | $125k | 1.6k | 76.69 |
| 2015-12-31 | $127k | 1.7k | 75.60 |
| 2015-09-30 | $119k | 1.7k | 70.83 |
| 2015-06-30 | $128k | 1.7k | 76.19 |
| 2015-03-31 | $116k | 1.5k | 77.08 |
| 2014-12-31 | $115k | 1.5k | 76.41 |
| 2014-09-30 | $110k | 1.5k | 73.09 |
| 2014-06-30 | $110k | 1.5k | 73.09 |
| 2013-12-31 | $150k | 2.2k | 69.28 |
| 2013-09-30 | $79k | 1.2k | 63.45 |
| 2013-06-30 | $71k | 1.2k | 60.17 |
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