ISHARES TR

Ticker: IJR CUSIP: 464287804 Class: CORE S&P SCP ETF

Occidental Asset Management, LLC's Holding History (CIK: 0001770994)

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

Q4 2024
Shares 13,093 Value ($000) $1,509 Avg Close Range
Q3 2024
Shares 4,326 Value ($000) $506 Avg Close Range
Q1 2024
Shares 4,217 Value ($000) $466 Avg Close Range
Q4 2023
Shares 4,770 Value ($000) $516 Avg Close Range
Q3 2023
Shares 8,604 Value ($000) $812 Avg Close Range
Q2 2023
Shares 7,361 Value ($000) $734 Avg Close Range
Q1 2023
Shares 42,191 Value ($000) $4,080 Avg Close Range
Q4 2022
Shares 34,399 Value ($000) $3,256 Avg Close Range
Q3 2022
Shares 35,426 Value ($000) $3,089 Avg Close Range
Q2 2022
Shares 24,476 Value ($000) $2,262 Avg Close Range
Q1 2022
Shares 37,211 Value ($000) $4,014 Avg Close Range
Q4 2021
Shares 27,546 Value ($000) $3,154 Avg Close Range
Q3 2021
Shares 20,553 Value ($000) $2,244 Avg Close Range
Q2 2021
Shares 40,176 Value ($000) $4,539 Avg Close Range
Q1 2021
Shares 49,118 Value ($000) $5,331 Avg Close Range
Q4 2020
Shares 39,906 Value ($000) $3,667 Avg Close Range
Q3 2020
Shares 23,442 Value ($000) $1,646 Avg Close Range
Q2 2020
Shares 23,482 Value ($000) $1,604 Avg Close Range
Q1 2020
Shares 23,332 Value ($000) $1,309 Avg Close Range
Q3 2018
Shares 3,893 Value ($000) $340 Avg Close Range