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iShares FTSE KLD 400 Social Idx shares owned by RegentAtlantic Capital

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

Historical chart of RegentAtlantic Capital 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 RegentAtlantic Capital 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 RegentAtlantic Capital

Quarter filed Position value Share count Share price at filing
2022-09-30 $1.6M 25k 66.95
2022-06-30 $1.8M 25k 71.89
2022-03-31 $2.1M 25k 86.60
2021-12-31 $2.6M 28k 92.91
2021-09-30 $2.3M 28k 83.19
2021-06-30 $2.4M 28k 82.83
2021-03-31 $2.2M 29k 76.36
2020-12-31 $2.1M 29k 71.53
2020-09-30 $1.9M 15k 127.94
2020-06-30 $1.7M 15k 118.01
2020-03-31 $1.4M 14k 97.36
2019-12-31 $1.6M 14k 120.15
2019-09-30 $1.6M 14k 110.89
2019-06-30 $1.6M 14k 109.37
2019-03-31 $1.5M 14k 105.45
2018-12-31 $1.5M 16k 93.01
2018-09-30 $1.7M 16k 106.81
2018-06-30 $1.8M 18k 100.93
2018-03-31 $1.7M 18k 97.72
2017-12-31 $1.8M 18k 98.24
2017-09-30 $1.7M 18k 92.84
2017-06-30 $1.6M 18k 89.34
2017-03-31 $1.6M 18k 86.79
2016-12-31 $1.5M 18k 82.39
2016-09-30 $1.5M 18k 80.53
2016-06-30 $1.4M 18k 77.35
2016-03-31 $1.4M 18k 76.58
2015-12-31 $1.4M 19k 75.72
2015-09-30 $1.4M 19k 70.94
2015-06-30 $388 23k 0.02
2015-03-31 $1.8M 23k 77.26
2014-12-31 $1.7M 22k 76.59
2014-09-30 $1.6M 21k 73.39
2014-06-30 $1.6M 21k 73.10
2014-03-31 $1.5M 21k 70.22
2013-12-31 $1.5M 22k 69.09
2013-09-30 $1.4M 22k 62.99
2013-06-30 $1.0M 17k 60.38
2012-12-31 $694k 13k 51.77
2012-09-30 $725k 14k 52.13
2012-06-30 $711k 14k 49.32
2012-03-31 $754k 15k 51.87
2011-12-31 $501k 11k 46.86
2011-09-30 $338k 8.0k 42.38
2011-06-30 $361k 7.4k 48.95

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View all positions for RegentAtlantic Capital

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx