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iShares FTSE KLD 400 Social Idx shares owned by Strategic Point Investment Advisors

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Strategic Point Investment Advisors from 13F filings

Historical chart of Strategic Point Investment Advisors 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 Strategic Point Investment Advisors 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 Strategic Point Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.0M 66k 91.05
2023-09-30 $5.3M 65k 81.41
2023-06-30 $5.3M 63k 84.17
2023-03-31 $5.1M 65k 77.99
2022-12-31 $4.6M 64k 71.79
2022-09-30 $4.3M 64k 66.96
2022-06-30 $4.6M 64k 71.90
2022-03-31 $5.1M 59k 86.63
2021-12-31 $5.1M 55k 92.93
2021-09-30 $4.4M 53k 83.22
2021-06-30 $4.3M 52k 82.83
2021-03-31 $4.0M 52k 76.35
2020-12-31 $3.3M 46k 72.09
2020-09-30 $2.7M 22k 127.97
2020-06-30 $2.4M 20k 124.14
2020-03-31 $1.8M 19k 97.38
2019-12-31 $2.2M 18k 120.12
2019-09-30 $1.7M 15k 110.85