iShares FTSE KLD 400 Social Idx shares owned by Brio Consultants
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Brio Consultants
from 13F filings
Historical chart of Brio Consultants investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Brio Consultants
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.7M | 47k | 100.81 |
| 2023-12-31 | $4.5M | 49k | 91.05 |
| 2023-09-30 | $3.6M | 45k | 81.41 |
| 2023-06-30 | $3.7M | 44k | 84.17 |
| 2023-03-31 | $3.2M | 42k | 77.99 |
| 2022-12-31 | $2.7M | 37k | 71.79 |
| 2022-09-30 | $2.4M | 34k | 69.98 |
| 2022-06-30 | $2.8M | 38k | 72.10 |
| 2022-03-31 | $3.0M | 35k | 86.62 |
| 2021-12-31 | $2.0M | 22k | 92.90 |
| 2021-09-30 | $1.8M | 21k | 83.19 |
| 2021-06-30 | $1.8M | 21k | 82.85 |
| 2021-03-31 | $1.6M | 21k | 76.38 |
| 2020-12-31 | $1.4M | 19k | 71.54 |
| 2020-09-30 | $1.3M | 10k | 127.91 |
| 2020-06-30 | $1.1M | 9.5k | 118.04 |
| 2020-03-31 | $858k | 8.8k | 97.44 |
| 2019-12-31 | $1.1M | 8.8k | 120.15 |
| 2019-09-30 | $856k | 7.7k | 110.97 |
| 2019-06-30 | $825k | 7.5k | 109.42 |
| 2019-03-31 | $802k | 7.6k | 105.44 |
| 2018-12-31 | $697k | 7.5k | 93.00 |
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