iShares FTSE KLD Select Scil Idx shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.6M | 14k | 109.17 |
| 2023-12-31 | $1.5M | 15k | 100.51 |
| 2023-09-30 | $1.4M | 16k | 90.37 |
| 2023-06-30 | $1.5M | 16k | 93.64 |
| 2023-03-31 | $1.4M | 16k | 87.75 |
| 2022-12-31 | $1.3M | 16k | 82.32 |
| 2022-09-30 | $1.2M | 16k | 75.89 |
| 2022-06-30 | $1.3M | 16k | 80.66 |
| 2022-03-31 | $1.5M | 15k | 96.86 |
| 2021-12-31 | $1.6M | 16k | 106.28 |
| 2021-09-30 | $1.5M | 16k | 95.96 |
| 2021-06-30 | $1.4M | 15k | 95.52 |
| 2021-03-31 | $1.3M | 15k | 87.79 |
| 2020-12-31 | $1.1M | 14k | 82.35 |
| 2020-09-30 | $936k | 6.3k | 148.20 |
| 2020-06-30 | $789k | 5.9k | 134.23 |
| 2020-03-31 | $598k | 5.5k | 109.72 |
| 2019-12-31 | $432k | 3.2k | 133.91 |
| 2019-09-30 | $373k | 3.0k | 123.67 |
| 2019-06-30 | $366k | 3.0k | 121.76 |
| 2019-03-31 | $273k | 2.3k | 119.16 |
| 2018-12-31 | $226k | 2.2k | 103.29 |
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