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iShares FTSE KLD 400 Social Idx shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott 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 Janney Montgomery Scott 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 Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2023-12-31 $4.1M 45k 91.05
2023-09-30 $2.9M 36k 81.43
2023-06-30 $3.3M 39k 84.17
2023-03-31 $2.7M 35k 77.99
2022-12-31 $2.6M 36k 71.79
2022-09-30 $2.4M 35k 66.94
2022-06-30 $2.1M 29k 71.91
2022-03-31 $1.6M 19k 86.64
2021-12-31 $1.1M 12k 92.89
2021-09-30 $635k 7.6k 83.25
2021-06-30 $629k 7.6k 82.84
2021-03-31 $410k 5.4k 76.36
2020-12-31 $400k 5.6k 71.59
2020-09-30 $357k 2.8k 127.96
2020-06-30 $333k 2.8k 118.17
2020-03-31 $207k 2.1k 97.50
2019-12-31 $308k 2.6k 120.03
2019-09-30 $259k 2.3k 110.83
2019-06-30 $240k 2.2k 109.14