iShares FTSE KLD 400 Social Idx shares owned by Hoxton Planning & Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Hoxton Planning & Management
from 13F filings
Historical chart of Hoxton Planning & Management 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 Hoxton Planning & Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares FTSE KLD 400 Social Idx by Hoxton Planning & Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $444k | 3.5k | 125.95 |
| 2025-06-30 | $390k | 3.4k | 116.16 |
| 2025-03-31 | $431k | 4.2k | 102.41 |
| 2024-12-31 | $258k | 2.3k | 110.25 |
| 2024-09-30 | $277k | 2.5k | 108.79 |
| 2024-06-30 | $275k | 2.6k | 103.85 |
| 2024-03-31 | $273k | 2.7k | 100.81 |
| 2023-12-31 | $260k | 2.9k | 90.91 |
| 2023-09-30 | $208k | 2.6k | 81.25 |
| 2023-06-30 | $229k | 2.7k | 84.17 |
| 2023-03-31 | $693k | 8.9k | 77.99 |
| 2022-12-31 | $722k | 10k | 71.79 |
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