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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
2024-12-31 $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

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)
Invesco S&p Midcap 400 Revenue Etf Etf (RWK)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Dimensional International Value Etf Etf (DFIV)
Ishares S&p 500 Value Etf Etf (IVE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
First Trust Low Duration Opportunities Etf Etf (LMBS)
Invesco Water Resources Etf Etf (PHO)
Invesco S&p 500 Equal Weight Etf Etf (RSP)
Ishares Russell 1000 Value Etf Etf (IWD)
Jpmorgan U.s. Quality Factor Etf Etf (JQUA)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Msci China A Etf Etf (CNYA)

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
Ameriprise Financial
TrueNorth
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Sei Investments

View all funds holding iShares FTSE KLD 400 Social Idx