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iShares FTSE KLD 400 Social Idx shares owned by J.W. Burns & Company

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by J.W. Burns & Company from 13F filings

Historical chart of J.W. Burns & Company investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by J.W. Burns & Company 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 J.W. Burns & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $331k 3.0k 108.79
2024-06-30 $316k 3.0k 103.85
2024-03-31 $307k 3.0k 100.81
2023-12-31 $277k 3.0k 91.05
2023-09-30 $248k 3.0k 81.41
2023-06-30 $256k 3.0k 84.10
2023-03-31 $237k 3.0k 77.86
2022-12-31 $219k 3.0k 71.94
2022-09-30 $204k 3.0k 67.02
2022-06-30 $219k 3.0k 71.94
2022-03-31 $264k 3.0k 86.73
2021-12-31 $283k 3.0k 92.97
2021-09-30 $253k 3.0k 83.11
2021-06-30 $252k 3.0k 82.79
2021-03-31 $232k 3.0k 76.22
2020-12-31 $218k 3.0k 71.62