iShares FTSE KLD 400 Social Idx shares owned by Jones Financial Companies, L.L
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Jones Financial Companies, L.L
from 13F filings
Historical chart of Jones Financial Companies, L.L investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Jones Financial Companies, L.L
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.2M | 18k | 124.69 |
| 2025-06-30 | $1.9M | 16k | 115.69 |
| 2025-03-31 | $1.4M | 14k | 102.01 |
| 2024-12-31 | $1.1M | 9.9k | 110.25 |
| 2024-09-30 | $640k | 5.9k | 108.55 |
| 2024-03-31 | $142k | 1.4k | 100.70 |
| 2023-12-31 | $110k | 1.2k | 91.05 |
| 2023-09-30 | $98k | 1.2k | 81.41 |
| 2023-06-30 | $101k | 1.2k | 84.17 |
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