iShares FTSE KLD 400 Social Idx shares owned by Sontag Advisory
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Sontag Advisory
from 13F filings
Historical chart of Sontag Advisory investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Sontag Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.6M | 40k | 91.05 |
| 2023-09-30 | $3.3M | 40k | 81.41 |
| 2023-06-30 | $3.3M | 39k | 84.17 |
| 2023-03-31 | $2.8M | 36k | 77.99 |
| 2022-12-31 | $2.8M | 40k | 71.79 |
| 2022-09-30 | $2.5M | 37k | 66.97 |
| 2022-06-30 | $2.4M | 34k | 71.90 |
| 2022-03-31 | $2.1M | 25k | 86.60 |
| 2021-12-31 | $2.2M | 24k | 92.93 |
| 2021-09-30 | $2.5M | 31k | 83.21 |
| 2021-06-30 | $2.0M | 25k | 82.81 |
| 2021-03-31 | $1.9M | 25k | 76.37 |
| 2020-12-31 | $1.8M | 25k | 71.54 |
| 2020-03-31 | $1.3M | 14k | 97.36 |
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