iShares FTSE KLD 400 Social Idx shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $14M | 159k | 91.05 |
| 2023-09-30 | $13M | 153k | 81.41 |
| 2023-06-30 | $13M | 153k | 84.17 |
| 2023-03-31 | $13M | 161k | 77.99 |
| 2022-12-31 | $3.7M | 52k | 71.79 |
| 2022-09-30 | $2.4M | 37k | 66.98 |
| 2022-06-30 | $733k | 10k | 71.92 |
| 2022-03-31 | $870k | 10k | 86.64 |
| 2021-12-31 | $933k | 10k | 92.97 |
| 2021-09-30 | $844k | 10k | 83.21 |
| 2021-06-30 | $837k | 10k | 82.87 |
| 2021-03-31 | $841k | 11k | 76.32 |
| 2020-12-31 | $851k | 12k | 71.56 |
| 2020-09-30 | $770k | 6.0k | 128.78 |
| 2020-06-30 | $663k | 5.6k | 118.84 |
| 2020-03-31 | $518k | 5.6k | 93.25 |
| 2019-12-31 | $757k | 6.2k | 121.26 |
| 2019-09-30 | $631k | 5.7k | 110.88 |
| 2019-06-30 | $644k | 5.9k | 109.32 |
| 2019-03-31 | $585k | 5.5k | 105.54 |
| 2018-12-31 | $329k | 3.5k | 93.07 |
| 2018-09-30 | $379k | 3.5k | 107.21 |
| 2018-06-30 | $358k | 3.5k | 101.27 |
| 2018-03-31 | $43k | 450 | 95.56 |
| 2017-12-31 | $79k | 800 | 98.75 |
| 2017-09-30 | $83k | 850 | 97.65 |
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