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iShares FTSE KLD 400 Social Idx shares owned by Wiley Bros.-aintree Capital

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Wiley Bros.-aintree Capital from 13F filings

Historical chart of Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital 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 Wiley Bros.-aintree Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.3M 34k 125.58
2025-06-30 $3.7M 32k 115.58
2025-03-31 $3.0M 29k 104.12
2024-12-31 $3.1M 28k 111.70
2024-09-30 $606k 5.6k 108.80
2024-06-30 $578k 5.6k 103.85