Raymond James Trust »

iShares FTSE KLD 400 Social Idx shares owned by Raymond James Trust

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

Historical chart of Raymond James Trust 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 Raymond James Trust 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 Raymond James Trust

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 28k 91.05
2023-09-30 $2.1M 26k 81.41
2023-06-30 $2.2M 26k 84.16
2023-03-31 $1.6M 20k 77.98
2022-12-31 $1.5M 20k 71.78
2022-09-30 $1.4M 21k 66.98
2022-06-30 $1.5M 21k 71.92
2022-03-31 $1.8M 21k 86.62
2021-12-31 $1.8M 19k 92.91
2021-09-30 $1.6M 19k 83.23
2021-06-30 $1.2M 14k 82.86
2021-03-31 $1.1M 14k 76.34
2020-12-31 $1.0M 14k 71.53
2020-09-30 $880k 6.9k 127.93
2020-06-30 $773k 6.6k 118.02
2020-03-31 $627k 6.4k 97.41
2019-12-31 $752k 6.3k 120.19
2019-09-30 $578k 5.2k 110.96
2019-06-30 $570k 5.2k 109.43
2019-03-31 $588k 5.6k 105.45
2018-12-31 $478k 5.1k 92.98
2018-09-30 $351k 3.3k 106.72