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iShares FTSE KLD 400 Social Idx shares owned by Kesler, Norman & Wride

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Kesler, Norman & Wride from 13F filings

Historical chart of Kesler, Norman & Wride investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Kesler, Norman & Wride 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 Kesler, Norman & Wride

Quarter filed Position value Share count Share price at filing
2024-09-30 $663k 6.1k 108.79
2024-06-30 $635k 6.1k 103.85
2024-03-31 $612k 6.1k 100.81
2023-12-31 $553k 6.1k 91.05
2023-09-30 $494k 6.1k 81.41
2023-06-30 $511k 6.1k 84.17
2023-03-31 $473k 6.1k 77.99
2022-12-31 $436k 6.1k 71.79
2022-09-30 $406k 6.1k 66.91
2022-06-30 $436k 6.1k 71.85
2022-03-31 $532k 6.1k 86.67
2021-12-31 $570k 6.1k 92.86
2021-09-30 $511k 6.1k 83.25
2021-06-30 $522k 6.1k 85.04
2021-03-31 $469k 6.1k 76.41
2020-12-31 $439k 6.1k 71.52