iShares FTSE KLD 400 Social Idx shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 13k | 100.81 |
| 2023-12-31 | $1.2M | 13k | 91.05 |
| 2023-09-30 | $1.1M | 13k | 81.41 |
| 2023-06-30 | $1.2M | 14k | 84.17 |
| 2023-03-31 | $1.1M | 14k | 77.99 |
| 2022-12-31 | $1.0M | 14k | 71.79 |
| 2022-09-30 | $949k | 14k | 66.96 |
| 2022-06-30 | $1.0M | 14k | 71.88 |
| 2022-03-31 | $874k | 10k | 86.58 |
| 2021-12-31 | $895k | 9.6k | 92.96 |
| 2021-09-30 | $859k | 10k | 83.19 |
| 2021-06-30 | $1.1M | 13k | 82.87 |
| 2021-03-31 | $1.6M | 21k | 76.34 |
| 2020-12-31 | $1.7M | 24k | 71.52 |
| 2020-09-30 | $1.4M | 11k | 127.99 |
| 2020-06-30 | $1.2M | 10k | 117.98 |
| 2020-03-31 | $1.0M | 10k | 97.42 |
| 2019-12-31 | $792k | 6.6k | 120.11 |
| 2019-09-30 | $242k | 2.2k | 110.96 |
| 2019-06-30 | $26k | 231 | 112.55 |
| 2019-03-31 | $12k | 110 | 109.09 |
| 2018-12-31 | $10k | 110 | 90.91 |
| 2018-09-30 | $12k | 110 | 109.09 |
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