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iShares FTSE KLD Select Scil Idx shares owned by Panoramic Investment Advisors

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Panoramic Investment Advisors from 13F filings

Historical chart of Panoramic Investment Advisors 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 Panoramic Investment Advisors 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 Panoramic Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 2.4k 120.37
2024-03-31 $326k 3.0k 109.17
2023-12-31 $297k 3.0k 100.51
2023-09-30 $266k 3.0k 89.97
2022-12-31 $353k 4.3k 82.32