iShares FTSE KLD 400 Social Idx shares owned by Oliver Lagore Vanvalin Investment Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Oliver Lagore Vanvalin Investment Group
from 13F filings
Historical chart of Oliver Lagore Vanvalin Investment Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Oliver Lagore Vanvalin Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $66k | 646 | 102.45 |
| 2024-12-31 | $71k | 641 | 110.28 |
| 2024-09-30 | $85k | 778 | 108.81 |
| 2024-06-30 | $93k | 893 | 103.82 |
| 2024-03-31 | $94k | 930 | 100.86 |
| 2023-12-31 | $86k | 942 | 91.09 |
| 2023-09-30 | $67k | 827 | 81.43 |
| 2023-06-30 | $73k | 868 | 84.19 |
| 2023-03-31 | $69k | 888 | 77.98 |
| 2022-12-31 | $155k | 2.2k | 71.80 |
| 2022-09-30 | $187k | 2.8k | 66.86 |
| 2022-06-30 | $215k | 3.0k | 71.86 |
| 2022-03-31 | $110k | 989 | 111.11 |
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