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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Keystone Financial Services 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 Keystone Financial Services

Quarter filed Position value Share count Share price at filing
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