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iShares FTSE KLD Select Scil Idx shares owned by D.A. Davidson & Co.

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by D.A. Davidson & Co. from 13F filings

Historical chart of D.A. Davidson & Co. 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 D.A. Davidson & Co. 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 D.A. Davidson & Co.

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 100k 100.51
2023-09-30 $9.4M 105k 89.97
2023-06-30 $9.8M 105k 93.64
2023-03-31 $9.1M 103k 87.77
2022-12-31 $8.2M 99k 82.32
2022-09-30 $7.7M 101k 75.91
2022-06-30 $8.2M 102k 80.69
2022-03-31 $10M 103k 96.84
2021-12-31 $9.7M 92k 106.25
2021-09-30 $8.3M 87k 95.95
2021-06-30 $7.3M 76k 95.54
2021-03-31 $5.6M 64k 87.83
2020-12-31 $4.4M 53k 82.33
2020-09-30 $987k 6.7k 147.03
2020-06-30 $303k 2.3k 133.72
2020-03-31 $338k 3.1k 109.92
2019-12-31 $412k 3.1k 133.98
2019-09-30 $300k 2.4k 123.51
2019-06-30 $305k 2.5k 121.76
2019-03-31 $263k 2.2k 118.04
2018-12-31 $219k 2.1k 103.25
2018-09-30 $253k 2.1k 119.28
2018-06-30 $241k 2.1k 112.67
2018-03-31 $235k 2.1k 110.74
2017-12-31 $240k 2.2k 111.21
2017-09-30 $235k 2.3k 104.26
2017-06-30 $231k 2.3k 102.12
2017-03-31 $216k 2.2k 97.83
2016-12-31 $198k 2.2k 92.01
2016-09-30 $193k 2.1k 90.95
2016-06-30 $181k 2.1k 86.15
2016-03-31 $178k 2.1k 84.72
2015-12-31 $175k 2.1k 83.29
2015-09-30 $165k 2.1k 78.53
2015-06-30 $179k 2.1k 84.95
2015-03-31 $181k 2.1k 85.70
2014-12-31 $181k 2.1k 85.70
2014-09-30 $173k 2.1k 81.91
2014-06-30 $173k 2.1k 81.91
2014-03-31 $165k 2.1k 78.09
2013-12-31 $162k 2.1k 76.63
2013-09-30 $172k 2.4k 70.38
2013-06-30 $143k 2.1k 67.64
2012-09-30 $126k 2.1k 59.66

More positions owned by D.A. Davidson & Co.

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 2000 Grw Etf (IWO)
Costco Wholesale Corporation (COST)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for D.A. Davidson & Co.

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
Wells Fargo & Company
Mission Wealth Management
Deutsche Bank Aktiengesellschaft
Raymond James Financial Services Advisors
Shira Ridge Wealth Management
Ellevest
Betterment
Us Bancorp

View all funds holding iShares FTSE KLD Select Scil Idx