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iShares FTSE KLD 400 Social Idx shares owned by Shepherd Financial Partners

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

Historical chart of Shepherd Financial Partners 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 Shepherd Financial Partners 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 Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 27k 108.79
2024-06-30 $3.0M 29k 103.85
2024-03-31 $3.0M 30k 100.81
2023-12-31 $2.8M 30k 91.05
2023-09-30 $2.5M 31k 81.41
2023-06-30 $2.7M 32k 84.17
2023-03-31 $2.5M 33k 77.99
2022-12-31 $2.4M 33k 71.79
2022-09-30 $2.0M 31k 66.97
2022-06-30 $2.2M 30k 71.91
2022-03-31 $2.6M 30k 86.73
2021-12-31 $2.9M 31k 92.82
2021-09-30 $2.4M 29k 83.16
2021-06-30 $2.3M 28k 82.83
2021-03-31 $2.1M 28k 76.34
2020-12-31 $2.2M 31k 71.50
2020-09-30 $1.9M 16k 118.00
2020-06-30 $1.9M 16k 118.00
2020-03-31 $1.6M 17k 97.43
2019-12-31 $2.4M 20k 120.08
2019-09-30 $2.2M 20k 110.89
2019-06-30 $2.0M 19k 109.34
2019-03-31 $2.0M 19k 105.50
2018-12-31 $1.5M 16k 92.99
2018-09-30 $1.9M 19k 100.98
2018-06-30 $1.9M 19k 101.25
2018-03-31 $1.2M 13k 97.74
2017-12-31 $1.1M 12k 98.23
2017-09-30 $959k 10k 94.00
2017-06-30 $989k 11k 89.56
2017-03-31 $961k 11k 86.31
2016-12-31 $925k 11k 83.08

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Rus 2000 Grw Etf (IWO)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Alphabet Cap Stk Cl C (GOOG)
Eli Lilly & Co. (LLY)
JPMorgan Chase & Co. (JPM)

View all positions for Shepherd Financial Partners

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx