iShares FTSE KLD Select Scil Idx shares owned by Levy Wealth Management Group
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Levy Wealth Management Group
from 13F filings
Historical chart of Levy Wealth Management Group investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Levy Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.2M | 12k | 100.51 |
| 2023-12-31 | $1.2M | 12k | 100.51 |
| 2023-09-30 | $1.6M | 18k | 89.97 |
| 2023-06-30 | $1.5M | 16k | 93.64 |
| 2023-03-31 | $1.3M | 14k | 87.77 |
| 2022-12-31 | $876k | 11k | 82.32 |
| 2022-09-30 | $826k | 11k | 75.94 |
| 2022-06-30 | $600k | 7.4k | 80.68 |
| 2022-03-31 | $302k | 3.1k | 96.95 |
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