ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

LIBERTY WEALTH MANAGEMENT LLC's Holding History (CIK: 0001769302)

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

Q4 2025
Shares 1,716 Value ($000) $255 Avg Close — Range —
Q3 2025
Shares 1,794 Value ($000) $261 Avg Close — Range —
Q2 2025
Shares 1,789 Value ($000) $242 Avg Close — Range —
Q1 2025
Shares 1,785 Value ($000) $218 Avg Close — Range —
Q4 2024
Shares 1,817 Value ($000) $234 Avg Close — Range —
Q3 2024
Shares 1,812 Value ($000) $228 Avg Close — Range —
Q2 2024
Shares 2,062 Value ($000) $0 Avg Close — Range —
Q3 2021
Shares 573 Value ($000) $56 Avg Close — Range —
Q2 2021
Shares 570 Value ($000) $56 Avg Close — Range —
Q1 2021
Shares 608 Value ($000) $53 Avg Close — Range —
Q4 2020
Shares 608 Value ($000) $53 Avg Close — Range —
Q3 2020
Shares 606 Value ($000) $46 Avg Close — Range —
Q2 2020
Shares 1,539 Value ($000) $107 Avg Close — Range —
Q1 2020
Shares 47,215 Value ($000) $2,700 Avg Close — Range —
Q4 2019
Shares 47,853 Value ($000) $3,478 Avg Close — Range —
Q3 2019
Shares 23,153 Value ($000) $1,553 Avg Close — Range —
Q2 2019
Shares 16,310 Value ($000) $1,087 Avg Close — Range —
Q1 2019
Shares 9,936 Value ($000) $639 Avg Close — Range —