iShares FTSE KLD Select Scil Idx shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of iShares FTSE KLD Select Scil Idx (SUSA) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in iShares FTSE KLD Select Scil Idx
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Quarterly reported holdings in iShares FTSE KLD Select Scil Idx by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $1.3M | 12k | 109.17 |
| 2023-12-31 | $1.2M | 12k | 100.51 |
| 2023-09-30 | $1.2M | 13k | 89.97 |
| 2023-06-30 | $1.1M | 12k | 93.64 |
| 2023-03-31 | $990k | 11k | 87.77 |
| 2022-12-31 | $923k | 11k | 82.32 |
| 2022-09-30 | $937k | 12k | 75.91 |
| 2022-06-30 | $1.0M | 13k | 80.69 |
| 2022-03-31 | $1.2M | 12k | 96.94 |
| 2021-12-31 | $1.2M | 11k | 106.30 |
| 2021-09-30 | $991k | 10k | 95.73 |
| 2021-06-30 | $950k | 9.9k | 95.57 |
| 2021-03-31 | $758k | 8.6k | 87.81 |
| 2020-12-31 | $686k | 8.3k | 82.38 |
| 2020-09-30 | $970k | 6.6k | 146.95 |
| 2020-06-30 | $448k | 3.4k | 133.49 |
| 2020-03-31 | $355k | 3.2k | 109.98 |
| 2019-12-31 | $440k | 3.3k | 134.64 |
| 2019-09-30 | $335k | 2.7k | 123.39 |
| 2019-06-30 | $329k | 2.7k | 121.72 |
| 2019-03-31 | $326k | 2.8k | 118.29 |
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