iShares FTSE KLD 400 Social Idx shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $3.3M | 30k | 110.25 |
| 2024-09-30 | $3.1M | 28k | 108.79 |
| 2024-06-30 | $2.8M | 27k | 103.85 |
| 2024-03-31 | $2.6M | 26k | 100.81 |
| 2023-12-31 | $2.3M | 25k | 91.05 |
| 2023-09-30 | $2.1M | 25k | 81.41 |
| 2023-06-30 | $1.9M | 23k | 84.17 |
| 2023-03-31 | $1.7M | 22k | 77.99 |
| 2022-12-31 | $1.6M | 22k | 71.79 |
| 2022-09-30 | $1.6M | 24k | 66.98 |
| 2022-06-30 | $1.7M | 23k | 71.92 |
| 2022-03-31 | $2.0M | 23k | 86.63 |
| 2021-12-31 | $2.1M | 23k | 92.93 |
| 2021-09-30 | $1.7M | 20k | 83.20 |
| 2021-06-30 | $1.5M | 18k | 82.82 |
| 2021-03-31 | $1.4M | 18k | 76.38 |
| 2020-12-31 | $1.2M | 17k | 71.53 |
| 2020-09-30 | $790k | 6.2k | 127.98 |
| 2020-06-30 | $295k | 2.5k | 118.09 |
| 2019-12-31 | $29k | 241 | 120.33 |
| 2014-09-30 | $19k | 254 | 74.80 |
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