News + Filings Holdings
|
EP Wealth Advisors, LLC
> DSI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iShares MSCI KLD 400 Social ETF | DSI | 9,387 | 5,053 | 1,801,103,000 | 1,489,965,000 | $191,872.06 |
| 12/31/2022 | iShares MSCI KLD 400 Social ETF | DSI | 4,334 | 4,334 | 311,138,000 | 311,138,000 | $71,790.03 |
| 09/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 0 | -4,334 | 0 | -312,000 | |
| 06/30/2022 | iShares MSCI KLD 400 Social ETF | DSI | 4,334 | 0 | 312,000 | -63,000 | $71.99 |
| 03/31/2022 | iShares MSCI KLD 400 Social ETF | DSI | 4,334 | -343 | 375,000 | -60,000 | $86.53 |
| 12/31/2021 | iShares MSCI KLD 400 Social ETF | DSI | 4,677 | -10,354 | 435,000 | 46,000 | $93.01 |
| 09/30/2021 | iShares MSCI KLD 400 Social ETF | DSI | 15,031 | 10,631 | 389,000 | 74,000 | $25.88 |
| 12/31/2020 | iShares MSCI KLD 400 Social ETF | DSI | 4,400 | 2,608 | 315,000 | 86,000 | $71.59 |
| 09/30/2020 | iShares MSCI KLD 400 Social ETF | DSI | 1,792 | 1,792 | 229,000 | 229,000 | $127.79 |
| 03/31/2020 | iShares MSCI KLD 400 Social ETF | DSI | 0 | -1,792 | 0 | -215,000 | |
| 12/31/2019 | iShares MSCI KLD 400 Social ETF | DSI | 1,792 | 1,792 | 215,000 | 215,000 | $119.98 |
| << Prev Next >> |
|