iShares FTSE KLD Select Scil Idx shares owned by Grubman Wealth Management
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Grubman Wealth Management
from 13F filings
Historical chart of Grubman 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 Grubman Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 12k | 100.51 |
| 2023-09-30 | $1.2M | 13k | 90.37 |
| 2023-06-30 | $1.3M | 14k | 93.64 |
| 2023-03-31 | $1.8M | 20k | 87.78 |
| 2022-12-31 | $1.7M | 21k | 82.32 |
| 2022-09-30 | $1.4M | 18k | 75.92 |
| 2022-06-30 | $264k | 3.3k | 80.66 |
| 2022-03-31 | $316k | 3.3k | 96.72 |
| 2021-12-31 | $350k | 3.3k | 106.16 |
| 2021-09-30 | $366k | 3.8k | 95.89 |
| 2021-06-30 | $364k | 3.8k | 95.56 |
| 2021-03-31 | $334k | 3.8k | 87.83 |
| 2020-12-31 | $336k | 4.1k | 82.23 |
| 2020-09-30 | $292k | 2.0k | 147.03 |
| 2020-06-30 | $479k | 3.6k | 133.76 |
| 2020-03-31 | $392k | 3.6k | 109.74 |
| 2019-12-31 | $214k | 1.6k | 133.75 |
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