Spartan Planning & Wealth Management »

iShares FTSE KLD Select Scil Idx shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management 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 Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $95k 943 100.51
2023-09-30 $57k 628 89.97
2022-12-31 $20k 237 82.32
2022-09-30 $19k 252 75.40
2022-06-30 $16k 201 79.60

More positions owned by Spartan Planning & Wealth Management

Spdr Ser Tr Portfoli S&p1500 (SPTM)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Microsoft Corporation (MSFT)
Etf Ser Solutions Clearshs Ultra (OPER)
Listed Fd Tr Swan Hedged Eqty (HEGD)
Tidal Tr Ii Blueprint Chesap (TFPN)
Ishares Tr Cre U S Reit Etf (USRT)
Amazon (AMZN)
Ishares Tr Short Treas Bd (SHV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Us Treas Bd Etf (GOVT)
Meta Platforms Cl A (META)

View all positions for Spartan Planning & Wealth Management

Top funds holding iShares FTSE KLD Select Scil Idx

Jpmorgan Chase & Co
Bank of America Corporation
Pnc Financial Services
Ameriprise Financial
Spinnaker Trust
UBS Group
Royal Bank of Canada
M^T Bank Corporation
BlackRock
Mission Wealth Management
Wells Fargo & Company
Deutsche Bank Aktiengesellschaft
Acorns Advisers
LPL Financial
Shira Ridge Wealth Management

View all funds holding iShares FTSE KLD Select Scil Idx