iShares FTSE KLD Select Scil Idx shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $316k | 2.6k | 120.37 |
| 2024-06-30 | $284k | 2.5k | 112.37 |
| 2024-03-31 | $276k | 2.5k | 109.17 |
| 2023-12-31 | $254k | 2.5k | 100.51 |
| 2023-09-30 | $225k | 2.5k | 89.97 |
| 2023-06-30 | $234k | 2.5k | 93.64 |
| 2023-03-31 | $219k | 2.5k | 87.77 |
| 2022-12-31 | $206k | 2.5k | 82.32 |
| 2022-06-30 | $202k | 2.5k | 80.80 |
| 2022-03-31 | $242k | 2.5k | 96.80 |
| 2021-12-31 | $266k | 2.5k | 106.40 |
| 2021-09-30 | $240k | 2.5k | 96.00 |
| 2021-06-30 | $239k | 2.5k | 95.60 |
| 2021-03-31 | $246k | 2.8k | 87.86 |
| 2020-12-31 | $206k | 2.5k | 82.40 |
| 2020-09-30 | $184k | 1.3k | 147.20 |
| 2020-06-30 | $168k | 1.3k | 134.40 |
| 2020-03-31 | $137k | 1.3k | 109.60 |
| 2019-12-31 | $168k | 1.3k | 134.40 |
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