iShares FTSE KLD 400 Social Idx shares owned by Orion Portfolio Solutions
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Orion Portfolio Solutions
from 13F filings
Historical chart of Orion Portfolio Solutions investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Orion Portfolio Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 35k | 108.79 |
| 2024-03-31 | $4.4M | 44k | 100.81 |
| 2023-12-31 | $4.3M | 47k | 90.87 |
| 2023-09-30 | $3.9M | 48k | 81.41 |
| 2023-06-30 | $5.7M | 36k | 157.65 |
| 2023-03-31 | $1.3M | 17k | 77.99 |
| 2022-12-31 | $1.0M | 14k | 71.79 |
| 2022-09-30 | $826k | 12k | 66.99 |
| 2022-06-30 | $820k | 11k | 71.89 |
| 2022-03-31 | $748k | 8.6k | 86.61 |
| 2021-12-31 | $535k | 5.8k | 92.85 |
| 2021-09-30 | $409k | 4.9k | 83.32 |
| 2021-06-30 | $396k | 4.8k | 82.91 |
| 2021-03-31 | $331k | 4.3k | 76.25 |
| 2020-12-31 | $256k | 3.6k | 71.57 |
| 2020-06-30 | $139k | 1.4k | 97.07 |
| 2020-03-31 | $139k | 1.4k | 97.07 |
| 2019-12-31 | $95k | 788 | 120.56 |
Top funds holding iShares FTSE KLD 400 Social Idx
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