iShares FTSE KLD 400 Social Idx shares owned by Shepherd Financial Partners
Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Shepherd Financial Partners
from 13F filings
Historical chart of Shepherd Financial Partners investment in iShares FTSE KLD 400 Social Idx
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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Shepherd Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.0M | 30k | 100.81 |
| 2023-12-31 | $2.8M | 30k | 91.05 |
| 2023-09-30 | $2.5M | 31k | 81.41 |
| 2023-06-30 | $2.7M | 32k | 84.17 |
| 2023-03-31 | $2.5M | 33k | 77.99 |
| 2022-12-31 | $2.4M | 33k | 71.79 |
| 2022-09-30 | $2.0M | 31k | 66.97 |
| 2022-06-30 | $2.2M | 30k | 71.91 |
| 2022-03-31 | $2.6M | 30k | 86.73 |
| 2021-12-31 | $2.9M | 31k | 92.82 |
| 2021-09-30 | $2.4M | 29k | 83.16 |
| 2021-06-30 | $2.3M | 28k | 82.83 |
| 2021-03-31 | $2.1M | 28k | 76.34 |
| 2020-12-31 | $2.2M | 31k | 71.50 |
| 2020-09-30 | $1.9M | 15k | 127.93 |
| 2020-06-30 | $1.9M | 16k | 118.00 |
| 2020-03-31 | $1.6M | 17k | 97.43 |
| 2019-12-31 | $2.4M | 20k | 120.08 |
| 2019-09-30 | $2.2M | 20k | 110.89 |
| 2019-06-30 | $2.0M | 19k | 109.34 |
| 2019-03-31 | $2.0M | 19k | 105.50 |
| 2018-12-31 | $1.5M | 16k | 92.99 |
| 2018-09-30 | $1.9M | 19k | 100.98 |
| 2018-06-30 | $1.9M | 19k | 101.25 |
| 2018-03-31 | $1.2M | 13k | 97.74 |
| 2017-12-31 | $1.1M | 12k | 98.23 |
| 2017-09-30 | $959k | 10k | 94.00 |
| 2017-06-30 | $989k | 11k | 89.56 |
| 2017-03-31 | $961k | 11k | 86.31 |
| 2016-12-31 | $925k | 11k | 83.08 |
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