iShares FTSE KLD 400 Social Idx shares owned by Schneider Downs Wealth Management Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Schneider Downs Wealth Management Advisors
from 13F filings
Historical chart of Schneider Downs Wealth Management Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Schneider Downs Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.5M | 23k | 108.79 |
| 2024-06-30 | $2.3M | 23k | 103.85 |
| 2024-03-31 | $1.0M | 10k | 100.81 |
| 2023-12-31 | $945k | 10k | 91.05 |
| 2023-09-30 | $845k | 10k | 81.41 |
| 2023-06-30 | $874k | 10k | 84.17 |
| 2023-03-31 | $810k | 10k | 77.99 |
| 2022-12-31 | $745k | 10k | 71.79 |
| 2022-09-30 | $695k | 10k | 66.96 |
| 2022-06-30 | $746k | 10k | 71.88 |
| 2022-03-31 | $899k | 10k | 86.62 |
| 2021-12-31 | $964k | 10k | 92.88 |
| 2021-09-30 | $932k | 11k | 83.21 |
| 2021-06-30 | $928k | 11k | 82.86 |
| 2021-03-31 | $855k | 11k | 76.34 |
| 2020-12-31 | $801k | 11k | 71.52 |
| 2020-09-30 | $717k | 5.6k | 128.04 |
| 2020-06-30 | $661k | 5.6k | 118.04 |
| 2020-03-31 | $545k | 5.6k | 97.32 |
| 2018-09-30 | $385k | 3.6k | 106.80 |
| 2018-03-31 | $413k | 4.2k | 97.82 |
| 2017-03-31 | $470k | 5.4k | 86.73 |
| 2016-12-31 | $446k | 5.4k | 82.30 |
| 2016-09-30 | $436k | 5.4k | 80.46 |
| 2016-06-30 | $419k | 5.4k | 77.32 |
| 2016-03-31 | $415k | 5.4k | 76.58 |
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