ISHARES TR

Ticker: IGM CUSIP: 464287549 Class: EXPND TEC SC ETF

OSTERWEIS CAPITAL MANAGEMENT INC's Holding History (CIK: 0001007524)

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

Q4 2025
Shares 1,889 Value ($000) $244 Avg Close Range
Q3 2025
Shares 2,053 Value ($000) $259 Avg Close Range
Q2 2025
Shares 2,053 Value ($000) $231 Avg Close Range
Q1 2025
Shares 6,418 Value ($000) $582 Avg Close Range
Q4 2024
Shares 9,464 Value ($000) $966 Avg Close Range
Q3 2024
Shares 13,839 Value ($000) $1,328 Avg Close Range
Q2 2024
Shares 15,757 Value ($000) $1,486 Avg Close Range
Q1 2024
Shares 1,171 Value ($000) $101 Avg Close Range
Q4 2022
Shares 130 Value ($000) $36 Avg Close Range
Q3 2022
Shares 130 Value ($000) $36 Avg Close Range
Q4 2021
Shares 927 Value ($000) $407 Avg Close Range
Q3 2021
Shares 927 Value ($000) $374 Avg Close Range
Q2 2021
Shares 927 Value ($000) $374 Avg Close Range
Q1 2021
Shares 927 Value ($000) $335 Avg Close Range
Q4 2020
Shares 1,080 Value ($000) $378 Avg Close Range