ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

ALTFEST L J & CO INC's Holding History (CIK: 0000712050)

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

Q4 2025
Shares 21,374 Value ($000) $2,754 Avg Close Range
Q3 2025
Shares 21,921 Value ($000) $2,761 Avg Close Range
Q2 2025
Shares 22,062 Value ($000) $2,563 Avg Close Range
Q1 2025
Shares 22,541 Value ($000) $2,308 Avg Close Range
Q4 2024
Shares 22,844 Value ($000) $2,519 Avg Close Range
Q3 2024
Shares 24,196 Value ($000) $3 Avg Close Range
Q2 2024
Shares 24,027 Value ($000) $2 Avg Close Range
Q1 2024
Shares 25,113 Value ($000) $3 Avg Close Range
Q4 2023
Shares 23,442 Value ($000) $2 Avg Close Range
Q3 2023
Shares 25,898 Value ($000) $2 Avg Close Range
Q2 2023
Shares 28,288 Value ($000) $2 Avg Close Range
Q1 2023
Shares 30,527 Value ($000) $2 Avg Close Range
Q4 2022
Shares 30,039 Value ($000) $2 Avg Close Range
Q3 2022
Shares 29,639 Value ($000) $1,985 Avg Close Range
Q2 2022
Shares 28,140 Value ($000) $2,023 Avg Close Range
Q1 2022
Shares 27,405 Value ($000) $2,374 Avg Close Range
Q4 2021
Shares 30,494 Value ($000) $2,833 Avg Close Range
Q3 2021
Shares 26,893 Value ($000) $2,238 Avg Close Range
Q2 2021
Shares 24,611 Value ($000) $2,039 Avg Close Range
Q1 2021
Shares 20,742 Value ($000) $1,584 Avg Close Range
Q4 2020
Shares 18,146 Value ($000) $1,298 Avg Close Range
Q3 2020
Shares 8,079 Value ($000) $1,034 Avg Close Range
Q2 2020
Shares 7,292 Value ($000) $861 Avg Close Range
Q1 2020
Shares 6,765 Value ($000) $659 Avg Close Range
Q4 2019
Shares 4,911 Value ($000) $590 Avg Close Range
Q3 2019
Shares 3,384 Value ($000) $375 Avg Close Range
Q2 2019
Shares 2,421 Value ($000) $265 Avg Close Range
Q1 2019
Shares 2,676 Value ($000) $282 Avg Close Range