iShares FTSE KLD 400 Social Idx shares owned by Retirement Group
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Retirement Group
from 13F filings
Historical chart of Retirement Group investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Retirement Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $41k | 404 | 100.81 |
| 2023-12-31 | $37k | 404 | 91.05 |
| 2023-09-30 | $55k | 679 | 81.41 |
| 2023-06-30 | $57k | 679 | 84.17 |
| 2023-03-31 | $53k | 679 | 78.06 |
| 2022-12-31 | $49k | 679 | 72.16 |
| 2022-09-30 | $6.0k | 90 | 66.67 |
| 2022-06-30 | $135k | 1.9k | 71.85 |
| 2022-03-31 | $163k | 1.9k | 86.75 |
| 2021-12-31 | $166k | 1.8k | 92.79 |
| 2021-09-30 | $126k | 1.5k | 83.22 |
| 2021-06-30 | $125k | 1.5k | 82.56 |
| 2021-03-31 | $110k | 1.4k | 76.71 |
| 2020-12-31 | $102k | 1.4k | 71.13 |
| 2020-09-30 | $14k | 299 | 46.82 |
| 2020-06-30 | $85k | 717 | 118.55 |
| 2019-12-31 | $80k | 665 | 120.30 |
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