iShares FTSE KLD 400 Social Idx shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.5M | 27k | 91.05 |
| 2023-09-30 | $1.7M | 21k | 81.41 |
| 2023-06-30 | $1.6M | 19k | 84.17 |
| 2023-03-31 | $1.4M | 18k | 77.99 |
| 2022-12-31 | $1.3M | 18k | 71.79 |
| 2022-09-30 | $942k | 14k | 66.98 |
| 2022-06-30 | $905k | 13k | 71.87 |
| 2022-03-31 | $708k | 8.2k | 86.67 |
| 2021-12-31 | $269k | 2.9k | 92.85 |
| 2021-09-30 | $235k | 2.8k | 83.22 |
| 2021-03-31 | $443k | 5.8k | 76.36 |
| 2020-09-30 | $296k | 2.3k | 128.03 |
| 2020-06-30 | $271k | 2.3k | 117.93 |
| 2020-03-31 | $217k | 2.2k | 97.27 |
| 2019-12-31 | $263k | 2.2k | 120.15 |
| 2019-09-30 | $206k | 1.9k | 110.81 |
| 2019-06-30 | $203k | 1.9k | 109.32 |
| 2018-09-30 | $47k | 437 | 107.55 |
| 2018-06-30 | $44k | 437 | 100.69 |
| 2018-03-31 | $44k | 452 | 97.35 |
| 2017-12-31 | $44k | 452 | 97.35 |
| 2017-09-30 | $14k | 152 | 92.11 |
| 2017-06-30 | $6.0k | 70 | 85.71 |
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