iShares FTSE KLD Select Scil Idx shares owned by Oxford Financial
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $361k | 3.0k | 120.37 |
| 2024-03-31 | $327k | 3.0k | 109.17 |
| 2023-12-31 | $301k | 3.0k | 100.51 |
| 2023-09-30 | $279k | 3.1k | 89.97 |
| 2023-06-30 | $291k | 3.1k | 93.64 |
| 2023-03-31 | $273k | 3.1k | 87.77 |
| 2022-12-31 | $536k | 6.5k | 82.32 |
| 2022-09-30 | $665k | 8.8k | 75.94 |
| 2022-06-30 | $894k | 11k | 80.66 |
| 2022-03-31 | $1.2M | 13k | 96.82 |
| 2021-12-31 | $660k | 6.2k | 106.25 |
| 2021-09-30 | $596k | 6.2k | 95.93 |
| 2021-06-30 | $594k | 6.2k | 95.61 |
| 2021-03-31 | $546k | 6.2k | 87.88 |
| 2020-12-31 | $533k | 6.5k | 82.28 |
| 2020-09-30 | $476k | 3.2k | 146.96 |
| 2020-06-30 | $433k | 3.2k | 133.68 |
| 2020-03-31 | $403k | 3.7k | 109.69 |
| 2019-12-31 | $492k | 3.7k | 133.91 |
| 2019-09-30 | $454k | 3.7k | 123.57 |
| 2019-06-30 | $448k | 3.7k | 121.94 |
| 2019-03-31 | $434k | 3.7k | 118.13 |
| 2018-09-30 | $477k | 4.0k | 119.31 |
| 2018-06-30 | $451k | 4.0k | 112.81 |
| 2018-03-31 | $234k | 2.1k | 111.01 |
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