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iShares FTSE KLD Select Scil Idx shares owned by Consolidated Planning Corp

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

Historical chart of Consolidated Planning Corp 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 Consolidated Planning Corp 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 Consolidated Planning Corp

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.1M 18k 120.37
2024-06-30 $2.0M 18k 112.37
2024-03-31 $4.5M 42k 109.17
2023-12-31 $4.3M 43k 100.51
2023-09-30 $3.7M 41k 89.97
2023-06-30 $3.8M 41k 93.64
2023-03-31 $3.5M 40k 87.77
2022-12-31 $3.1M 38k 82.32
2022-09-30 $2.9M 39k 75.92
2022-06-30 $3.2M 40k 80.68
2022-03-31 $3.6M 37k 96.83
2021-12-31 $4.0M 38k 106.26
2021-09-30 $3.4M 36k 95.94
2021-06-30 $3.3M 34k 95.54
2021-03-31 $2.9M 33k 87.80
2020-12-31 $2.5M 30k 82.32
2020-09-30 $2.3M 15k 147.06
2020-06-30 $1.9M 14k 133.77
2020-03-31 $1.4M 13k 109.79
2019-12-31 $1.3M 9.5k 134.02