Johnson Financial Group Inc (Wisconsin)’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.87M | Buy |
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|
2025
Q1 | $5.82M | Buy |
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|
2024
Q4 | $6.11M | Buy |
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|
2024
Q3 | $5.79M | Sell |
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|
2024
Q2 | $5.69M | Sell |
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|
2024
Q1 | $5.7M | Sell |
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|
2023
Q4 | $5.26M | Sell |
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|
2023
Q3 | $5.2M | Sell |
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|
2023
Q2 | $5.8M | Sell |
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|
2023
Q1 | $5.66M | Buy |
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|
2022
Q4 | $4.07M | Sell |
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|
2022
Q3 | $4.07M | Sell |
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|
2022
Q2 | $5.34M | Sell |
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|
2022
Q1 | $6.52M | Sell |
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|
2021
Q4 | $7.75M | Sell |
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|
2021
Q3 | $7M | Buy |
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|
2021
Q2 | $6.65M | Buy |
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|
2021
Q1 | $6M | Buy |
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|
2020
Q4 | $5.52M | Buy |
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|
2020
Q3 | $4.36M | Buy |
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|
2020
Q2 | $3.87M | Buy |
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|
2020
Q1 | $1.74M | Buy |
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|
2019
Q4 | $2.1M | Buy |
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|
2019
Q3 | $1.9M | Sell |
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|
2019
Q2 | $2.13M | Buy |
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|
2019
Q1 | $1.89M | Sell |
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|
2018
Q4 | $1.68M | Sell |
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|
2018
Q3 | $2.29M | Buy |
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|
2018
Q2 | $1.98M | Sell |
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|
2018
Q1 | $1.96M | Sell |
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|
2017
Q4 | $2M | Sell |
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|
2017
Q3 | $1.91M | Sell |
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|
2017
Q2 | $1.91M | Sell |
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|
2017
Q1 | $1.89M | Sell |
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|
2016
Q4 | $1.96M | Sell |
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|
2016
Q3 | $1.93M | Sell |
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|
2016
Q2 | $1.89M | Buy |
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|
2016
Q1 | $1.83M | Buy |
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|
2015
Q4 | $1.44M | Buy |
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|
2015
Q3 | $913K | Buy |
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|
2015
Q2 | $940K | Buy |
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|
2015
Q1 | $939K | Sell |
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|
2014
Q4 | $949K | Buy |
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|
2014
Q3 | $895K | Buy |
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|
2014
Q2 | $848K | Sell |
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|
2014
Q1 | $931K | Buy |
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|
2013
Q4 | $916K | Buy |
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|
2013
Q3 | $591K | Buy |
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|
2013
Q2 | $559K | Buy |
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