iShares FTSE KLD 400 Social Idx shares owned by Sharkey, Howes & Javer
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Sharkey, Howes & Javer
from 13F filings
Historical chart of Sharkey, Howes & Javer investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Sharkey, Howes & Javer
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 25k | 125.95 |
| 2025-06-30 | $2.9M | 25k | 116.16 |
| 2025-03-31 | $2.6M | 25k | 102.41 |
| 2024-12-31 | $2.8M | 25k | 110.25 |
| 2024-09-30 | $2.9M | 26k | 108.79 |
| 2024-06-30 | $3.1M | 30k | 103.85 |
| 2024-03-31 | $3.1M | 31k | 100.81 |
| 2023-12-31 | $2.9M | 32k | 91.05 |
| 2023-09-30 | $2.3M | 28k | 81.41 |
| 2023-06-30 | $2.3M | 27k | 84.17 |
| 2023-03-31 | $5.1M | 65k | 77.99 |
| 2022-12-31 | $4.9M | 68k | 71.79 |
| 2022-09-30 | $5.4M | 80k | 66.97 |
| 2022-06-30 | $4.6M | 64k | 71.90 |
| 2022-03-31 | $3.4M | 39k | 86.63 |
| 2021-12-31 | $1.3M | 14k | 92.89 |
| 2021-06-30 | $325k | 3.9k | 82.91 |
| 2021-03-31 | $541k | 7.1k | 76.32 |
| 2020-12-31 | $372k | 5.2k | 71.62 |
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