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iShares FTSE KLD Select Scil Idx shares owned by Klingman & Associates

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

Historical chart of Klingman & Associates 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 Klingman & Associates 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 Klingman & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $324k 2.7k 120.37
2024-06-30 $303k 2.7k 112.37
2024-03-31 $294k 2.7k 109.17
2023-12-31 $271k 2.7k 100.51
2023-09-30 $242k 2.7k 89.97
2023-06-30 $205k 2.2k 93.64
2022-03-31 $212k 2.2k 96.63
2021-12-31 $233k 2.2k 106.20
2021-09-30 $211k 2.2k 96.17
2021-06-30 $210k 2.2k 95.72