ISHARES TR

Ticker: ITOT CUSIP: 464287150 Class: ETF-EQUITY

Financial Perspectives, Inc's Holding History (CIK: 0002003287)

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

Q4 2025
Shares 1,059 Value ($000) $157 Avg Close Range
Q3 2025
Shares 1,057 Value ($000) $154 Avg Close Range
Q2 2025
Shares 1,056 Value ($000) $143 Avg Close Range
Q1 2025
Shares 1,054 Value ($000) $129 Avg Close Range
Q4 2024
Shares 1,053 Value ($000) $135 Avg Close Range
Q3 2024
Shares 1,051 Value ($000) $132 Avg Close Range
Q2 2024
Shares 1,049 Value ($000) $125 Avg Close Range
Q1 2024
Shares 1,048 Value ($000) $121 Avg Close Range
Q4 2023
Shares 963 Value ($000) $101 Avg Close Range
Q3 2023
Shares 960 Value ($000) $90 Avg Close Range
Q2 2023
Shares 960 Value ($000) $94 Avg Close Range
Q1 2023
Shares 958 Value ($000) $87 Avg Close Range
Q4 2022
Shares 897 Value ($000) $76 Avg Close Range
Q3 2022
Shares 893 Value ($000) $71 Avg Close Range
Q2 2022
Shares 890 Value ($000) $75 Avg Close Range
Q1 2022
Shares 887 Value ($000) $90 Avg Close Range
Q4 2021
Shares 875 Value ($000) $94 Avg Close Range
Q3 2021
Shares 808 Value ($000) $79 Avg Close Range
Q2 2021
Shares 805 Value ($000) $80 Avg Close Range
Q1 2021
Shares 42,529 Value ($000) $0 Avg Close Range
Q4 2020
Shares 429 Value ($000) $37 Avg Close Range
Q3 2020
Shares 421 Value ($000) $32 Avg Close Range
Q2 2020
Shares 420 Value ($000) $29 Avg Close Range
Q1 2020
Shares 389 Value ($000) $22 Avg Close Range
Q4 2019
Shares 387 Value ($000) $28 Avg Close Range