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iShares FTSE KLD 400 Social Idx shares owned by Paradigm Financial Partners

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

Historical chart of Paradigm Financial Partners 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 Paradigm Financial Partners 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 Paradigm Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $373k 3.3k 114.06

More positions owned by Paradigm Financial Partners

NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
JPMorgan Chase & Co. (JPM)
Mastercard Incorporated Cl A (MA)
UnitedHealth (UNH)
Ishares Tr U.s. Med Dvc Etf (IHI)
Visa Com Cl A (V)

View all positions for Paradigm Financial Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx