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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

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Hoxton Planning & Management

Quarter filed Position value Share count Share price at filing
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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View all positions for Hoxton Planning & Management

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Envestnet Portfolio Solutions
UBS Group
Betterment
Sei Investments
Goldman Sachs Group
HPM Partners
Wells Fargo & Company
Mariner Wealth Advisors
Branch Banking & Trust Company
Advisor Group Holdings
Commonwealth Equity Services

View all funds holding iShares FTSE KLD 400 Social Idx