iShares FTSE KLD 400 Social Idx shares owned by Leonard Rickey Investment Advisors P
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Leonard Rickey Investment Advisors P
from 13F filings
Historical chart of Leonard Rickey Investment Advisors P investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Leonard Rickey Investment Advisors P
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $356k | 3.3k | 108.78 |
| 2024-06-30 | $340k | 3.3k | 103.84 |
| 2024-03-31 | $330k | 3.3k | 100.80 |
| 2023-12-31 | $308k | 3.4k | 91.04 |
| 2023-09-30 | $289k | 3.5k | 81.40 |
| 2023-06-30 | $298k | 3.5k | 84.16 |
| 2023-03-31 | $276k | 3.5k | 77.98 |
| 2022-12-31 | $286k | 4.0k | 71.78 |
| 2022-09-30 | $265k | 4.0k | 66.87 |
| 2022-06-30 | $285k | 4.0k | 71.92 |
| 2022-03-31 | $343k | 4.0k | 86.55 |
| 2021-12-31 | $351k | 3.8k | 93.05 |
| 2021-09-30 | $314k | 3.8k | 83.25 |
| 2021-06-30 | $318k | 3.8k | 84.31 |
| 2021-03-31 | $312k | 4.1k | 76.47 |
| 2020-12-31 | $292k | 4.1k | 71.57 |
| 2020-09-30 | $261k | 2.0k | 127.94 |
| 2020-06-30 | $241k | 2.0k | 118.14 |
| 2019-12-31 | $243k | 2.0k | 120.12 |
| 2019-09-30 | $224k | 2.0k | 110.73 |
| 2019-06-30 | $221k | 2.0k | 109.24 |
| 2019-03-31 | $263k | 2.5k | 105.58 |
| 2018-12-31 | $261k | 2.8k | 92.85 |
| 2018-09-30 | $301k | 2.8k | 106.66 |
| 2018-06-30 | $291k | 2.9k | 101.04 |
| 2018-03-31 | $281k | 2.9k | 97.57 |
| 2017-12-31 | $288k | 2.9k | 98.06 |
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