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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

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Personal Resources Investment & Strategic Management 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 Personal Resources Investment & Strategic Management

Quarter filed Position value Share count Share price at filing
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

More positions owned by Personal Resources Investment & Strategic Management

Wisdomtree International Hedged Quality Dividend Growth Fund Etf (IHDG)
Columbia Em Core Ex-china Etf Etf (XCEM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Ishares S&p 500 Value Etf Etf (IVE)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Ishares Msci China A Etf Etf (CNYA)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)

View all positions for Personal Resources Investment & Strategic Management

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