ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

BURNS J W & CO INC/NY's Holding History (CIK: 0001047339)

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

Q4 2025
Shares 5,150 Value ($000) $663 Avg Close Range
Q3 2025
Shares 2,900 Value ($000) $365 Avg Close Range
Q2 2025
Shares 2,900 Value ($000) $337 Avg Close Range
Q1 2025
Shares 2,124 Value ($000) $218 Avg Close Range
Q4 2024
Shares 2,924 Value ($000) $322 Avg Close Range
Q3 2024
Shares 3,044 Value ($000) $331 Avg Close Range
Q2 2024
Shares 3,044 Value ($000) $316 Avg Close Range
Q1 2024
Shares 3,044 Value ($000) $307 Avg Close Range
Q4 2023
Shares 3,044 Value ($000) $277 Avg Close Range
Q3 2023
Shares 3,044 Value ($000) $248 Avg Close Range
Q2 2023
Shares 3,044 Value ($000) $0 Avg Close Range
Q1 2023
Shares 3,044 Value ($000) $0 Avg Close Range
Q4 2022
Shares 3,044 Value ($000) $0 Avg Close Range
Q3 2022
Shares 3,044 Value ($000) $204 Avg Close Range
Q2 2022
Shares 3,044 Value ($000) $219 Avg Close Range
Q1 2022
Shares 3,044 Value ($000) $264 Avg Close Range
Q4 2021
Shares 3,044 Value ($000) $283 Avg Close Range
Q3 2021
Shares 3,044 Value ($000) $253 Avg Close Range
Q2 2021
Shares 3,044 Value ($000) $252 Avg Close Range
Q1 2021
Shares 3,044 Value ($000) $232 Avg Close Range
Q4 2020
Shares 3,044 Value ($000) $218 Avg Close Range