iShares FTSE KLD Select Scil Idx shares owned by VERITY Wealth Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by VERITY Wealth Advisors
from 13F filings
Historical chart of VERITY Wealth Advisors investment in iShares FTSE KLD Select Scil Idx
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Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD Select Scil Idx by VERITY Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $2.8M | 24k | 120.37 |
2024-06-30 | $2.6M | 24k | 112.37 |
2024-03-31 | $2.6M | 24k | 109.17 |
2023-12-31 | $2.4M | 24k | 100.51 |
2023-09-30 | $2.1M | 24k | 89.97 |
2023-06-30 | $2.2M | 24k | 93.64 |
2023-03-31 | $2.0M | 23k | 87.77 |
2022-12-31 | $1.9M | 23k | 82.32 |
2022-09-30 | $1.7M | 23k | 75.92 |
2022-06-30 | $1.8M | 23k | 80.71 |
2022-03-31 | $2.2M | 23k | 96.86 |
2021-12-31 | $2.4M | 23k | 106.27 |
2021-09-30 | $2.2M | 23k | 95.97 |
2021-06-30 | $2.1M | 22k | 95.56 |
2021-03-31 | $1.9M | 22k | 87.82 |
2020-12-31 | $1.8M | 22k | 82.35 |
2020-09-30 | $1.6M | 11k | 147.06 |
2020-06-30 | $1.4M | 11k | 133.75 |
2020-03-31 | $1.2M | 11k | 109.74 |
2019-12-31 | $1.5M | 11k | 134.03 |
2019-09-30 | $1.4M | 11k | 123.63 |
2019-06-30 | $1.4M | 11k | 121.90 |
2019-03-31 | $1.3M | 11k | 118.26 |
2018-12-31 | $1.2M | 11k | 103.17 |
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