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iShares FTSE KLD 400 Social Idx shares owned by Joel Isaacson & Co

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Joel Isaacson & Co from 13F filings

Historical chart of Joel Isaacson & Co investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Joel Isaacson & Co 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 Joel Isaacson & Co

Quarter filed Position value Share count Share price at filing
2024-06-30 $464k 4.5k 103.85
2024-03-31 $450k 4.5k 100.81
2023-12-31 $406k 4.5k 91.05
2023-09-30 $363k 4.5k 81.41
2023-06-30 $376k 4.5k 84.17
2023-03-31 $348k 4.5k 77.99
2022-12-31 $321k 4.5k 71.79
2022-09-30 $299k 4.5k 66.98
2022-06-30 $321k 4.5k 71.91
2022-03-31 $369k 4.5k 82.66

More positions owned by Joel Isaacson & Co

Spdr Ser Tr S&p Divid Etf (SDY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Index Fds Mid Cap Etf (VO)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p Mc 400gr Etf (IJK)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Small Cp Etf (VB)
Amazon (AMZN)

View all positions for Joel Isaacson & Co

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx