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iShares FTSE KLD 400 Social Idx shares owned by Ritter Daniher Financial Advisory

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Ritter Daniher Financial Advisory from 13F filings

Historical chart of Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory 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 Ritter Daniher Financial Advisory

Quarter filed Position value Share count Share price at filing
2022-03-31 $260k 3.0k 86.67
2021-12-31 $279k 3.0k 93.00
2021-09-30 $250k 3.0k 83.33
2021-06-30 $248k 3.0k 82.67
2021-03-31 $229k 3.0k 76.33
2020-12-31 $215k 3.0k 71.67

More positions owned by Ritter Daniher Financial Advisory

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Ishares Tr Core S&p Mcp Etf (IJH)
LCNB (LCNB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Ishares Tr Msci Eafe Etf (EFA)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Cintas Corporation (CTAS)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Microsoft Corporation (MSFT)
Nextera Energy (NEE)

View all positions for Ritter Daniher Financial Advisory

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