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iShares FTSE KLD 400 Social Idx shares owned by Rockefeller Capital Management

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

Historical chart of Rockefeller Capital Management 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 Rockefeller Capital Management 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 Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 131k 91.05
2023-09-30 $8.1M 100k 81.41
2023-06-30 $836k 9.9k 84.17
2023-03-31 $369k 4.7k 77.76
2022-12-31 $338k 4.7k 71.34
2022-09-30 $317k 4.7k 66.84
2022-06-30 $336k 4.7k 71.34
2022-03-31 $402k 4.7k 86.12
2021-12-31 $485k 5.2k 92.55
2021-09-30 $500k 6.0k 82.90
2021-06-30 $375k 4.6k 82.26
2021-03-31 $345k 4.6k 75.84
2020-12-31 $325k 4.6k 71.34
2020-09-30 $309k 2.4k 127.25
2020-06-30 $234k 2.0k 118.25
2020-03-31 $117k 1.2k 97.58
2019-12-31 $126k 1.0k 120.11
2019-09-30 $116k 1.0k 110.58