iShares FTSE KLD 400 Social Idx shares owned by Meridian Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Meridian Wealth Management
from 13F filings
Historical chart of Meridian Wealth Management 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 Meridian Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD 400 Social Idx by Meridian Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $374k | 3.8k | 98.62 |
2023-12-31 | $311k | 3.4k | 90.25 |
2022-06-30 | $860k | 12k | 71.86 |
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