iShares FTSE KLD 400 Social Idx shares owned by Spectrum Planning & Advisory Services
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Spectrum Planning & Advisory Services
from 13F filings
Historical chart of Spectrum Planning & Advisory Services investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Spectrum Planning & Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $437k | 3.5k | 125.95 |
| 2025-06-30 | $403k | 3.5k | 116.16 |
| 2025-03-31 | $377k | 3.7k | 102.41 |
| 2024-12-31 | $360k | 3.3k | 110.25 |
| 2024-09-30 | $423k | 3.9k | 108.79 |
| 2024-06-30 | $374k | 3.6k | 104.27 |
| 2023-12-31 | $290k | 3.2k | 91.05 |
| 2023-06-30 | $288k | 3.4k | 84.39 |
| 2023-03-31 | $266k | 3.4k | 77.99 |
| 2022-12-31 | $210k | 2.9k | 71.79 |
| 2022-09-30 | $245k | 3.7k | 67.07 |
| 2022-06-30 | $263k | 3.7k | 71.92 |
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