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iShares FTSE KLD 400 Social Idx shares owned by Trustcore Financial Services

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Trustcore Financial Services from 13F filings

Historical chart of Trustcore Financial Services 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 Trustcore Financial Services 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 Trustcore Financial Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.1M 16k 71.79
2022-09-30 $866k 13k 66.95
2022-06-30 $751k 10k 71.94
2022-03-31 $858k 9.9k 86.58
2021-12-31 $913k 9.8k 92.88
2021-09-30 $779k 9.4k 83.21
2021-06-30 $730k 8.8k 82.81
2021-03-31 $672k 8.8k 76.36
2020-12-31 $632k 8.8k 71.50
2020-09-30 $547k 4.3k 127.86
2020-06-30 $437k 3.7k 118.11
2020-03-31 $263k 2.7k 97.37
2019-12-31 $288k 2.4k 120.20
2019-09-30 $253k 2.3k 110.72
2019-06-30 $226k 2.1k 109.34
2019-03-31 $172k 1.6k 105.65
2018-09-30 $165k 1.5k 106.80
2018-06-30 $156k 1.5k 101.04
2018-03-31 $113k 1.2k 97.67
2017-12-31 $98k 1.0k 98.00