iShares FTSE KLD 400 Social Idx shares owned by Retirement Income Solutions
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Retirement Income Solutions
from 13F filings
Historical chart of Retirement Income Solutions investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Retirement Income Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $626k | 5.8k | 108.79 |
| 2024-06-30 | $598k | 5.8k | 103.85 |
| 2024-03-31 | $1.3M | 13k | 100.81 |
| 2023-12-31 | $1.2M | 13k | 91.05 |
| 2023-09-30 | $1.1M | 13k | 81.41 |
| 2023-06-30 | $1.1M | 13k | 84.17 |
| 2023-03-31 | $900k | 12k | 77.99 |
| 2022-12-31 | $872k | 12k | 71.79 |
| 2022-09-30 | $837k | 12k | 67.92 |
| 2022-06-30 | $886k | 12k | 71.89 |
| 2022-03-31 | $895k | 10k | 86.60 |
| 2021-12-31 | $500k | 5.4k | 92.85 |
| 2021-09-30 | $206k | 2.5k | 83.06 |
| 2021-06-30 | $205k | 2.5k | 82.66 |
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