iShares FTSE KLD 400 Social Idx shares owned by Whittier Trust
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Whittier Trust
from 13F filings
Historical chart of Whittier Trust investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.4M | 14k | 100.81 |
| 2023-12-31 | $1.3M | 14k | 91.05 |
| 2023-09-30 | $1.1M | 14k | 81.40 |
| 2023-06-30 | $1.3M | 16k | 84.17 |
| 2023-03-31 | $1.2M | 16k | 77.99 |
| 2022-12-31 | $1.1M | 16k | 71.79 |
| 2022-09-30 | $1.1M | 16k | 66.94 |
| 2022-06-30 | $1.1M | 16k | 71.93 |
| 2022-03-31 | $1.5M | 17k | 86.63 |
| 2021-12-31 | $1.6M | 17k | 92.89 |
| 2021-09-30 | $1.5M | 18k | 83.22 |
| 2021-06-30 | $1.5M | 19k | 82.82 |
| 2021-03-31 | $1.4M | 19k | 76.37 |
| 2020-12-31 | $1.2M | 17k | 71.53 |
| 2020-09-30 | $1.1M | 8.6k | 127.93 |
| 2020-06-30 | $1.0M | 8.6k | 118.05 |
| 2020-03-31 | $611k | 6.3k | 97.37 |
| 2019-12-31 | $728k | 6.1k | 120.13 |
| 2019-09-30 | $459k | 4.1k | 111.00 |
| 2019-06-30 | $452k | 4.1k | 109.31 |
| 2019-03-31 | $436k | 4.1k | 105.44 |
| 2018-12-31 | $385k | 4.1k | 93.11 |
| 2018-09-30 | $415k | 3.9k | 106.82 |
| 2018-06-30 | $392k | 3.9k | 100.90 |
| 2018-03-31 | $380k | 3.9k | 97.81 |
| 2017-12-31 | $67k | 685 | 97.81 |
| 2017-09-30 | $8.0k | 85 | 94.12 |
| 2017-06-30 | $8.0k | 85 | 94.12 |
| 2017-03-31 | $7.0k | 85 | 82.35 |
| 2016-12-31 | $7.0k | 85 | 82.35 |
| 2016-09-30 | $7.0k | 85 | 82.35 |
| 2016-06-30 | $7.0k | 85 | 82.35 |
| 2016-03-31 | $7.0k | 85 | 82.35 |
| 2015-12-31 | $6.0k | 85 | 70.59 |
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