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iShares FTSE KLD Select Scil Idx shares owned by Hm Payson & Co

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

Historical chart of Hm Payson & Co investment in iShares FTSE KLD Select Scil Idx

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All positions including iShares FTSE KLD Select Scil Idx held by Hm Payson & 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 Hm Payson & Co

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.9M 82k 120.37
2024-06-30 $9.3M 83k 112.37
2024-03-31 $8.9M 82k 109.17
2023-12-31 $8.3M 83k 100.51
2023-09-30 $7.2M 81k 89.97
2023-06-30 $7.2M 77k 93.64
2023-03-31 $6.2M 70k 87.77
2022-12-31 $5.8M 70k 82.32
2022-09-30 $5.0M 66k 75.91
2022-06-30 $8.7M 108k 80.69
2022-03-31 $5.2M 54k 96.84
2021-12-31 $5.7M 54k 106.25
2021-09-30 $4.9M 51k 95.96
2021-06-30 $4.4M 47k 95.54
2021-03-31 $4.0M 46k 87.82
2020-12-31 $3.7M 45k 82.33
2020-09-30 $3.5M 24k 147.07
2020-06-30 $2.1M 15k 133.79
2020-03-31 $2.2M 20k 109.78
2019-12-31 $2.0M 15k 134.03
2019-09-30 $916k 7.4k 123.62
2019-06-30 $569k 4.7k 121.89
2018-12-31 $25k 239 104.60