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iShares FTSE KLD Select Scil Idx shares owned by Addison Advisors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Addison Advisors from 13F filings

Historical chart of Addison Advisors investment in iShares FTSE KLD Select Scil Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD Select Scil Idx held by Addison Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Addison Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 13k 100.51
2023-09-30 $1.2M 13k 89.97
2023-06-30 $1.2M 13k 93.64
2023-03-31 $1.1M 12k 87.77
2022-12-31 $975k 12k 82.32
2022-09-30 $886k 12k 75.91
2022-06-30 $751k 9.3k 80.66
2022-03-31 $904k 9.3k 96.83
2021-12-31 $892k 8.4k 106.24
2021-09-30 $817k 8.5k 95.94
2021-06-30 $815k 8.5k 95.59
2020-12-31 $445k 5.4k 82.42