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iShares FTSE KLD 400 Social Idx shares owned by Lido Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Lido Advisors from 13F filings

Historical chart of Lido Advisors 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 Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.8M 30k 91.05
2023-09-30 $2.4M 30k 81.41
2023-06-30 $2.5M 30k 84.17
2023-03-31 $2.4M 31k 77.99

More positions owned by Lido Advisors

Spdr S&p 500 Etf Tr Tr Unit Put Option (SPY)
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Apple Put Option (AAPL)
Microsoft Corporation Put Option (MSFT)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr S&p 500 Grwt Etf (IVW)
NVIDIA Corporation Put Option (NVDA)
Ishares Tr S&p 500 Val Etf (IVE)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Amazon Put Option (AMZN)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Consm Dis (FDIS)

View all positions for Lido Advisors

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx