ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 75,540 Value ($000) $11,232 Avg Close — Range —
Q3 2025
Shares 71,522 Value ($000) $10,417 Avg Close — Range —
Q2 2025
Shares 67,928 Value ($000) $9,173 Avg Close — Range —
Q4 2024
Shares 57,000 Value ($000) $7,331 Avg Close — Range —
Q3 2024
Shares 57,257 Value ($000) $7,193 Avg Close — Range —
Q2 2024
Shares 56,630 Value ($000) $6,727 Avg Close — Range —
Q1 2024
Shares 60,636 Value ($000) $6,991 Avg Close — Range —
Q4 2023
Shares 61,811 Value ($000) $6,465 Avg Close — Range —
Q3 2023
Shares 63,907 Value ($000) $5,969 Avg Close — Range —
Q2 2023
Shares 63,478 Value ($000) $6,211 Avg Close — Range —
Q1 2023
Shares 78,563 Value ($000) $7,053 Avg Close — Range —
Q4 2022
Shares 56,609 Value ($000) $4,800 Avg Close — Range —
Q3 2022
Shares 41,446 Value ($000) $3,562 Avg Close — Range —
Q2 2022
Shares 35,638 Value ($000) $2,986 Avg Close — Range —
Q1 2022
Shares 35,949 Value ($000) $3,140 Avg Close — Range —
Q3 2021
Shares 25,934 Value ($000) $2,551 Avg Close — Range —
Q2 2021
Shares 25,289 Value ($000) $2,498 Avg Close — Range —
Q1 2021
Shares 24,395 Value ($000) $2,235 Avg Close — Range —
Q4 2020
Shares 22,445 Value ($000) $1,935 Avg Close — Range —
Q3 2020
Shares 22,436 Value ($000) $1,694 Avg Close — Range —
Q2 2020
Shares 20,916 Value ($000) $1,452 Avg Close — Range —
Q1 2020
Shares 19,902 Value ($000) $1,139 Avg Close — Range —
Q4 2019
Shares 14,236 Value ($000) $1,035 Avg Close — Range —
Q3 2019
Shares 14,921 Value ($000) $1,001 Avg Close — Range —
Q2 2019
Shares 14,965 Value ($000) $997 Avg Close — Range —
Q1 2019
Shares 8,430 Value ($000) $543 Avg Close — Range —
Q4 2018
Shares 958 Value ($000) $54 Avg Close — Range —
Q3 2018
Shares 854 Value ($000) $57 Avg Close — Range —
Q2 2018
Shares 884 Value ($000) $55 Avg Close — Range —
Q1 2018
Shares 884 Value ($000) $53 Avg Close — Range —
Q4 2017
Shares 821 Value ($000) $50 Avg Close — Range —
Q3 2017
Shares 821 Value ($000) $47 Avg Close — Range —
Q2 2017
Shares 833 Value ($000) $46 Avg Close — Range —
Q1 2017
Shares 1,178 Value ($000) $64 Avg Close — Range —
Q4 2016
Shares 505 Value ($000) $26 Avg Close — Range —