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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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Hm Payson & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 162k | 135.65 |
| 2025-06-30 | $20M | 159k | 126.75 |
| 2025-03-31 | $10M | 89k | 114.87 |
| 2024-12-31 | $11M | 88k | 121.59 |
| 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 |
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