iShares FTSE KLD 400 Social Idx shares owned by Personal Resources Investment & Strategic Management
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Personal Resources Investment & Strategic Management
from 13F filings
Historical chart of Personal Resources Investment & Strategic Management investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Personal Resources Investment & Strategic Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $554k | 4.4k | 125.95 |
| 2025-06-30 | $497k | 4.3k | 116.16 |
| 2025-03-31 | $551k | 5.4k | 102.41 |
| 2024-12-31 | $673k | 6.1k | 110.25 |
| 2024-09-30 | $707k | 6.5k | 108.79 |
| 2024-06-30 | $676k | 6.5k | 103.85 |
| 2024-03-31 | $669k | 6.6k | 100.81 |
| 2023-12-31 | $615k | 6.8k | 91.05 |
| 2023-09-30 | $2.3M | 28k | 81.41 |
| 2023-06-30 | $836k | 9.9k | 84.17 |
| 2023-03-31 | $768k | 9.8k | 77.99 |
| 2022-12-31 | $785k | 11k | 71.79 |
| 2022-09-30 | $725k | 11k | 66.96 |
| 2022-06-30 | $775k | 11k | 71.95 |
| 2022-03-31 | $895k | 10k | 86.61 |
| 2021-12-31 | $685k | 7.4k | 92.87 |
| 2021-09-30 | $362k | 4.4k | 83.10 |
| 2021-06-30 | $371k | 4.5k | 82.72 |
| 2021-03-31 | $299k | 3.9k | 76.41 |
| 2020-12-31 | $271k | 3.8k | 71.58 |
| 2020-09-30 | $231k | 1.8k | 127.69 |
| 2020-06-30 | $367k | 3.1k | 118.08 |
| 2020-03-31 | $291k | 3.0k | 97.23 |
| 2019-12-31 | $286k | 2.4k | 119.97 |
| 2019-09-30 | $267k | 2.4k | 110.83 |
| 2019-06-30 | $262k | 2.4k | 109.35 |
| 2019-03-31 | $250k | 2.4k | 105.35 |
| 2018-12-31 | $209k | 2.2k | 93.10 |
| 2018-09-30 | $223k | 2.2k | 99.96 |
| 2018-06-30 | $244k | 2.4k | 102.74 |
| 2018-03-31 | $235k | 2.4k | 98.95 |
| 2017-12-31 | $281k | 2.9k | 98.08 |
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