iShares FTSE KLD 400 Social Idx shares owned by Keystone Financial Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Keystone Financial Services
from 13F filings
Historical chart of Keystone Financial Services investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Keystone Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $787k | 7.2k | 108.79 |
| 2024-06-30 | $861k | 8.3k | 103.85 |
| 2024-03-31 | $794k | 7.9k | 100.81 |
| 2023-12-31 | $738k | 8.1k | 91.05 |
| 2023-09-30 | $521k | 6.4k | 81.41 |
| 2023-06-30 | $558k | 6.6k | 84.17 |
| 2023-03-31 | $517k | 6.6k | 77.99 |
| 2022-12-31 | $527k | 6.9k | 76.90 |
| 2022-09-30 | $682k | 9.7k | 70.48 |
| 2022-06-30 | $776k | 10k | 77.44 |
| 2022-03-31 | $469k | 6.2k | 75.37 |
| 2021-12-31 | $224k | 2.4k | 93.12 |
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