iShares FTSE KLD Select Scil Idx shares owned by Walkner Condon Financial Advisors
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by Walkner Condon Financial Advisors
from 13F filings
Historical chart of Walkner Condon Financial Advisors investment in iShares FTSE KLD Select Scil Idx
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All positions including iShares FTSE KLD Select Scil Idx held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares FTSE KLD Select Scil Idx by Walkner Condon Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $645k | 5.4k | 120.37 |
2024-06-30 | $603k | 5.4k | 112.37 |
2024-03-31 | $588k | 5.4k | 109.17 |
2023-12-31 | $545k | 5.4k | 100.51 |
2023-09-30 | $488k | 5.4k | 89.97 |
2023-06-30 | $511k | 5.5k | 93.64 |
2023-03-31 | $479k | 5.5k | 87.77 |
2022-12-31 | $447k | 5.4k | 82.32 |
2022-09-30 | $412k | 5.4k | 75.82 |
2022-06-30 | $438k | 5.4k | 80.60 |
2022-03-31 | $531k | 5.5k | 96.83 |
2021-06-30 | $528k | 5.5k | 95.62 |
2021-03-31 | $488k | 5.6k | 87.74 |
2020-12-31 | $458k | 5.6k | 82.34 |
2020-09-30 | $409k | 2.8k | 147.07 |
2020-06-30 | $376k | 2.8k | 133.81 |
2020-03-31 | $308k | 2.8k | 109.61 |
2019-12-31 | $377k | 2.8k | 134.16 |
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