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iShares FTSE KLD 400 Social Idx shares owned by Wells Fargo & Company

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wells Fargo & Company from 13F filings

Historical chart of Wells Fargo & Company investment in iShares FTSE KLD 400 Social Idx

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All positions including iShares FTSE KLD 400 Social Idx held by Wells Fargo & Company 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 Wells Fargo & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $31M 288k 109.00
2024-06-30 $27M 261k 103.83
2024-03-31 $26M 257k 100.83
2023-12-31 $31M 339k 91.05
2023-09-30 $15M 188k 81.41
2023-06-30 $16M 186k 84.17
2022-12-31 $23M 321k 71.79
2022-09-30 $17M 258k 66.97
2022-06-30 $27M 368k 71.82
2022-03-31 $19M 220k 86.69
2021-12-31 $19M 205k 92.47
2021-09-30 $16M 189k 83.33
2021-06-30 $16M 188k 82.84
2021-03-31 $14M 187k 76.36
2020-12-31 $17M 244k 71.55
2020-09-30 $12M 96k 127.92
2020-06-30 $12M 102k 118.06
2020-03-31 $13M 132k 97.39
2019-12-31 $21M 176k 120.11
2019-09-30 $11M 99k 110.90
2019-06-30 $11M 100k 109.38
2019-03-31 $10M 99k 105.44
2018-12-31 $10M 110k 92.97
2018-09-30 $13M 125k 106.83
2018-06-30 $13M 124k 100.92
2018-03-31 $9.9M 101k 97.72
2017-12-31 $9.6M 98k 98.24
2017-06-30 $8.5M 95k 89.30
2017-03-31 $8.8M 102k 86.78
2016-12-31 $7.6M 93k 82.35
2016-09-30 $6.8M 85k 80.51
2016-06-30 $7.7M 100k 77.34
2016-03-31 $6.2M 82k 76.59
2015-12-31 $5.6M 75k 75.72
2015-09-30 $4.5M 64k 70.94
2015-03-31 $4.6M 59k 77.29
2014-12-31 $3.9M 51k 76.53
2014-06-30 $3.5M 47k 73.11
2014-03-31 $3.1M 44k 70.28
2013-12-31 $1.8M 26k 69.12
2013-09-30 $965k 15k 62.98
2013-06-30 $926k 15k 60.29
2011-09-30 $595k 14k 42.42
2011-03-31 $860k 18k 48.36
2010-12-31 $487k 10k 47.16

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View all positions for Wells Fargo & Company

Top funds holding iShares FTSE KLD 400 Social Idx

Morgan Stanley
Envestnet Asset Management
Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
LPL Financial
Syntrinsic
Envestnet Portfolio Solutions
Us Bancorp
Mariner Wealth Advisors
Wells Fargo & Company
Sei Investments
Goldman Sachs Group
HPM Partners
Advisor Group Holdings

View all funds holding iShares FTSE KLD 400 Social Idx