iShares FTSE KLD Select Scil Idx shares owned by Pinnacle Wealth Management Advisory
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Pinnacle Wealth Management Advisory
from 13F filings
Historical chart of Pinnacle Wealth Management Advisory investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Pinnacle Wealth Management Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $331k | 2.7k | 120.37 |
| 2024-06-30 | $309k | 2.7k | 112.37 |
| 2024-03-31 | $282k | 2.6k | 109.17 |
| 2023-12-31 | $259k | 2.6k | 100.51 |
| 2023-09-30 | $218k | 2.4k | 89.97 |
| 2023-06-30 | $226k | 2.4k | 93.64 |
| 2023-03-31 | $230k | 2.6k | 87.77 |
| 2022-12-31 | $215k | 2.6k | 82.32 |
| 2022-06-30 | $304k | 3.8k | 80.74 |
| 2022-03-31 | $360k | 3.7k | 96.77 |
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