iShares FTSE KLD 400 Social Idx shares owned by Principle Wealth Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Principle Wealth Partners
from 13F filings
Historical chart of Principle Wealth Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Principle Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $710k | 7.0k | 100.81 |
| 2023-12-31 | $642k | 7.0k | 91.05 |
| 2023-09-30 | $574k | 7.0k | 81.41 |
| 2023-06-30 | $593k | 7.0k | 84.17 |
| 2023-03-31 | $551k | 7.1k | 77.99 |
| 2022-12-31 | $511k | 7.1k | 71.79 |
| 2022-09-30 | $555k | 8.3k | 66.92 |
| 2022-06-30 | $596k | 8.3k | 71.87 |
| 2022-03-31 | $718k | 8.3k | 86.58 |
| 2021-12-31 | $760k | 8.2k | 92.94 |
| 2021-09-30 | $701k | 8.4k | 83.19 |
| 2021-06-30 | $698k | 8.4k | 82.83 |
| 2021-03-31 | $602k | 7.9k | 76.41 |
| 2020-12-31 | $322k | 4.5k | 71.60 |
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