iShares FTSE KLD Select Scil Idx shares owned by CB^T Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by CB^T Wealth Management
from 13F filings
Historical chart of CB^T 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 CB^T Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.1M | 66k | 121.59 |
| 2024-09-30 | $8.1M | 67k | 120.37 |
| 2024-06-30 | $7.6M | 68k | 112.37 |
| 2024-03-31 | $7.6M | 69k | 109.17 |
| 2023-12-31 | $6.8M | 68k | 100.51 |
| 2023-09-30 | $5.7M | 63k | 89.97 |
| 2023-06-30 | $5.7M | 61k | 93.64 |
| 2023-03-31 | $3.6M | 41k | 87.77 |
| 2022-12-31 | $3.3M | 40k | 82.33 |
| 2022-09-30 | $2.6M | 35k | 75.91 |
| 2022-06-30 | $2.8M | 34k | 80.68 |
| 2022-03-31 | $2.7M | 28k | 96.83 |
| 2021-12-31 | $396k | 3.7k | 106.37 |
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