iShares FTSE KLD 400 Social Idx shares owned by Rise Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Rise Advisors
from 13F filings
Historical chart of Rise Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Rise Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $132k | 1.3k | 100.79 |
| 2023-12-31 | $119k | 1.3k | 91.02 |
| 2023-09-30 | $91k | 1.1k | 81.39 |
| 2023-06-30 | $94k | 1.1k | 84.15 |
| 2023-03-31 | $87k | 1.1k | 78.00 |
| 2022-12-31 | $80k | 1.1k | 71.81 |
| 2022-09-30 | $74k | 1.1k | 66.67 |
| 2022-06-30 | $79k | 1.1k | 71.49 |
| 2022-03-31 | $95k | 1.1k | 86.21 |
| 2021-12-31 | $102k | 1.1k | 92.95 |
Top funds holding iShares FTSE KLD 400 Social Idx
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