iShares FTSE KLD Select Scil Idx shares owned by Bradley & Co. Private Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Bradley & Co. Private Wealth Management
from 13F filings
Historical chart of Bradley & Co. Private Wealth Management investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Bradley & Co. Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $540k | 4.0k | 135.65 |
| 2025-06-30 | $505k | 4.0k | 126.75 |
| 2025-03-31 | $458k | 4.0k | 114.87 |
| 2024-12-31 | $488k | 4.0k | 121.59 |
| 2024-06-30 | $426k | 3.8k | 112.37 |
| 2024-03-31 | $197k | 1.8k | 109.17 |
| 2023-12-31 | $181k | 1.8k | 100.51 |
| 2023-09-30 | $162k | 1.8k | 89.97 |
| 2023-06-30 | $169k | 1.8k | 93.64 |
| 2023-03-31 | $158k | 1.8k | 87.77 |
| 2022-12-31 | $148k | 1.8k | 82.32 |
| 2022-09-30 | $137k | 1.8k | 76.11 |
| 2022-06-30 | $145k | 1.8k | 80.56 |
| 2022-03-31 | $174k | 1.8k | 96.67 |
| 2021-12-31 | $191k | 1.8k | 106.11 |
| 2021-09-30 | $173k | 1.8k | 96.11 |
| 2021-06-30 | $174k | 1.8k | 95.60 |
| 2021-03-31 | $160k | 1.8k | 87.91 |
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