iShares FTSE KLD 400 Social Idx shares owned by Summit Investment Advisors
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Summit Investment Advisors
from 13F filings
Historical chart of Summit Investment Advisors investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Summit Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 16k | 108.79 |
| 2024-06-30 | $1.7M | 17k | 103.85 |
| 2024-03-31 | $1.7M | 17k | 100.81 |
| 2023-12-31 | $1.6M | 17k | 91.05 |
| 2023-09-30 | $1.4M | 18k | 81.41 |
| 2023-06-30 | $1.5M | 18k | 84.17 |
| 2023-03-31 | $1.3M | 17k | 77.99 |
| 2022-12-31 | $1.2M | 17k | 71.79 |
| 2022-09-30 | $1.2M | 17k | 66.96 |
| 2022-06-30 | $1.2M | 17k | 71.85 |
| 2022-03-31 | $1.3M | 15k | 86.60 |
| 2021-12-31 | $710k | 7.6k | 92.82 |
| 2021-09-30 | $573k | 6.9k | 83.13 |
| 2021-06-30 | $554k | 6.7k | 82.79 |
| 2021-03-31 | $469k | 6.2k | 76.25 |
| 2020-12-31 | $380k | 5.3k | 71.36 |
| 2020-09-30 | $298k | 2.3k | 127.95 |
| 2020-06-30 | $232k | 2.0k | 117.89 |
| 2020-03-31 | $190k | 2.0k | 97.24 |
| 2019-12-31 | $123k | 1.0k | 119.30 |
| 2019-09-30 | $87k | 793 | 109.71 |
| 2019-06-30 | $31k | 285 | 108.77 |
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