Private Advisor »

iShares FTSE KLD 400 Social Idx shares owned by Private Advisor

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Private Advisor from 13F filings

Historical chart of Private Advisor 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 Private Advisor consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Private Advisor

Quarter filed Position value Share count Share price at filing
2024-09-30 $14M 129k 108.79
2024-06-30 $14M 133k 103.85
2024-03-31 $14M 136k 100.81
2023-12-31 $12M 128k 91.05
2023-09-30 $12M 144k 81.41
2023-06-30 $12M 142k 84.76
2023-03-31 $12M 148k 77.99
2022-12-31 $1.9M 144k 13.34
2022-09-30 $8.2M 123k 66.96
2022-06-30 $8.9M 123k 71.90
2022-03-31 $13M 141k 92.92
2021-12-31 $13M 141k 92.92
2021-09-30 $12M 141k 83.21
2021-06-30 $9.6M 116k 82.83
2021-03-31 $8.3M 109k 76.36
2020-12-31 $6.2M 87k 71.54
2020-09-30 $2.7M 21k 127.94
2020-06-30 $2.3M 20k 118.00
2020-03-31 $2.2M 22k 97.38
2019-12-31 $5.0M 42k 120.13
2019-09-30 $3.8M 34k 110.91
2019-06-30 $3.5M 32k 109.35
2019-03-31 $3.3M 31k 105.48
2018-12-31 $2.2M 24k 92.99
2018-09-30 $3.0M 28k 106.79
2018-06-30 $576k 5.7k 101.19
2018-03-31 $843k 8.6k 97.77
2017-12-31 $522k 5.2k 101.20
2017-09-30 $1.1M 12k 93.94
2017-06-30 $1.0M 12k 89.51
2017-03-31 $942k 11k 86.28
2016-12-31 $480k 5.7k 83.84
2016-09-30 $457k 5.7k 79.85
2016-06-30 $503k 6.5k 77.42
2016-03-31 $514k 6.7k 76.58
2015-12-31 $432k 5.7k 75.70
2015-09-30 $234k 3.3k 71.06
2015-06-30 $218k 2.9k 76.14
2014-09-30 $169k 2.3k 73.41

More positions owned by Private Advisor

Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

View all positions for Private Advisor

Top funds holding iShares FTSE KLD 400 Social Idx

Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Ameriprise Financial
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
UBS Group
Betterment
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
HPM Partners

View all funds holding iShares FTSE KLD 400 Social Idx