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iShares FTSE KLD Select Scil Idx shares owned by Steward Partners Investment Advisory

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

Historical chart of Steward Partners Investment Advisory 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 Steward Partners Investment Advisory 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 Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.7M 69k 112.37
2024-03-31 $7.7M 70k 109.17
2023-12-31 $711k 7.1k 100.51
2023-09-30 $637k 7.1k 89.97
2023-06-30 $672k 7.2k 93.64
2023-03-31 $625k 7.1k 87.77
2022-12-31 $587k 7.1k 82.32
2022-09-30 $541k 7.1k 75.93
2022-06-30 $1.1M 13k 80.71
2022-03-31 $2.4M 24k 96.84
2021-12-31 $2.5M 24k 106.24
2021-09-30 $2.3M 24k 95.94
2021-03-31 $2.0M 23k 87.82
2020-09-30 $501k 3.4k 147.22
2020-06-30 $430k 3.2k 133.71
2020-03-31 $378k 3.4k 109.69
2019-12-31 $465k 3.5k 134.04
2019-09-30 $307k 2.5k 123.49
2019-06-30 $302k 2.5k 121.53
2018-09-30 $82k 685 119.71
2018-06-30 $77k 685 112.41
2018-03-31 $73k 660 110.61
2017-12-31 $73k 660 110.61
2017-09-30 $6.0k 60 100.00
2017-06-30 $6.0k 60 100.00