iShares FTSE KLD 400 Social Idx shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 46k | 108.79 |
| 2024-06-30 | $2.8M | 27k | 103.85 |
| 2024-03-31 | $2.7M | 27k | 100.81 |
| 2023-09-30 | $2.0M | 25k | 81.41 |
| 2023-06-30 | $2.2M | 26k | 84.17 |
| 2023-03-31 | $2.1M | 26k | 77.97 |
| 2022-12-31 | $1.7M | 24k | 71.80 |
| 2022-09-30 | $1.2M | 18k | 66.95 |
| 2022-06-30 | $2.1M | 30k | 71.89 |
| 2022-03-31 | $1.6M | 19k | 86.65 |
| 2021-12-31 | $1.1M | 12k | 92.94 |
| 2021-09-30 | $816k | 9.8k | 83.23 |
| 2021-06-30 | $792k | 9.6k | 82.88 |
| 2021-03-31 | $901k | 12k | 76.33 |
| 2020-12-31 | $751k | 11k | 71.54 |
| 2020-09-30 | $558k | 4.4k | 127.86 |
| 2020-06-30 | $566k | 4.8k | 117.97 |
| 2020-03-31 | $250k | 2.6k | 97.35 |
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