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iShares FTSE KLD Select Scil Idx shares owned by Grimes & Company

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

Historical chart of Grimes & Company 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 Grimes & Company 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 Grimes & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 30k 120.37
2024-06-30 $3.3M 30k 112.37
2024-03-31 $3.3M 30k 109.17
2023-12-31 $2.7M 27k 100.51
2023-09-30 $2.4M 26k 89.97
2023-06-30 $2.6M 27k 93.64
2023-03-31 $2.4M 27k 87.77
2022-12-31 $2.1M 25k 82.32
2022-09-30 $1.9M 26k 75.90
2022-06-30 $2.3M 28k 80.69
2022-03-31 $3.4M 35k 96.83
2021-12-31 $3.7M 35k 106.24
2021-09-30 $3.1M 32k 95.96
2021-06-30 $2.7M 28k 95.54
2021-03-31 $2.3M 26k 87.81
2020-12-31 $1.9M 23k 82.32
2020-09-30 $1.4M 9.6k 147.07
2020-06-30 $1.5M 11k 133.76
2020-03-31 $694k 6.3k 109.74
2019-12-31 $800k 6.0k 134.00
2019-09-30 $624k 5.0k 123.66
2019-06-30 $559k 4.6k 121.89
2019-03-31 $453k 3.8k 118.31
2018-12-31 $259k 2.5k 103.11