Shepherd Financial Partners »

iShares S&P Global Clean Energy Index shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of iShares S&P Global Clean Energy Index (ICLN) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in iShares S&P Global Clean Energy Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Global Clean Energy Index held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares S&P Global Clean Energy Index by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $132k 12k 11.38
2024-09-30 $183k 13k 14.69
2024-06-30 $165k 12k 13.32
2021-12-31 $820k 39k 21.05

More positions owned by Shepherd Financial Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 2000 Grw Etf (IWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)

View all positions for Shepherd Financial Partners

Top funds holding iShares S&P Global Clean Energy Index

Bank of America Corporation
Susquehanna International
UBS Group
Arosa Capital Management
Goldman Sachs Group
Raymond James Financial Services Advisors
Walleye Trading
Bnp Paribas Arbitrage, Snc
Jane Street
Goodman & Company, Investment Counsel
Citadel Advisors
Perbak Capital Partners
Money Design
Commonwealth Equity Services
Wells Fargo & Company

View all funds holding iShares S&P Global Clean Energy Index