ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

FORBES J M & CO LLP's Holding History (CIK: 0001067532)

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

Q4 2025
Shares 28,142 Value ($000) $3,626 Avg Close Range
Q3 2025
Shares 28,115 Value ($000) $3,541 Avg Close Range
Q2 2025
Shares 26,938 Value ($000) $3,129 Avg Close Range
Q1 2025
Shares 25,605 Value ($000) $2,622 Avg Close Range
Q4 2024
Shares 25,532 Value ($000) $2,815 Avg Close Range
Q3 2024
Shares 25,917 Value ($000) $2,820 Avg Close Range
Q2 2024
Shares 23,248 Value ($000) $2,414 Avg Close Range
Q1 2024
Shares 23,185 Value ($000) $2,337 Avg Close Range
Q4 2023
Shares 25,177 Value ($000) $2,292 Avg Close Range
Q3 2023
Shares 25,346 Value ($000) $2,063 Avg Close Range
Q2 2023
Shares 24,401 Value ($000) $2 Avg Close Range
Q1 2023
Shares 26,292 Value ($000) $2 Avg Close Range
Q4 2022
Shares 31,843 Value ($000) $2 Avg Close Range
Q3 2022
Shares 12,295 Value ($000) $823 Avg Close Range
Q2 2022
Shares 12,177 Value ($000) $876 Avg Close Range
Q1 2022
Shares 11,863 Value ($000) $1,028 Avg Close Range
Q4 2021
Shares 12,140 Value ($000) $1,128 Avg Close Range
Q3 2021
Shares 12,442 Value ($000) $1,035 Avg Close Range
Q2 2021
Shares 11,605 Value ($000) $961 Avg Close Range
Q1 2021
Shares 12,886 Value ($000) $984 Avg Close Range
Q4 2020
Shares 12,091 Value ($000) $865 Avg Close Range
Q3 2020
Shares 5,751 Value ($000) $735 Avg Close Range
Q2 2020
Shares 5,615 Value ($000) $663 Avg Close Range
Q1 2020
Shares 5,492 Value ($000) $535 Avg Close Range
Q4 2019
Shares 15,473 Value ($000) $1,859 Avg Close Range
Q3 2019
Shares 15,187 Value ($000) $1,684 Avg Close Range
Q2 2019
Shares 15,535 Value ($000) $1,699 Avg Close Range
Q1 2019
Shares 15,311 Value ($000) $1,615 Avg Close Range
Q4 2018
Shares 15,236 Value ($000) $1,417 Avg Close Range
Q3 2018
Shares 16,069 Value ($000) $1,716 Avg Close Range
Q2 2018
Shares 16,036 Value ($000) $1,619 Avg Close Range
Q1 2018
Shares 9,890 Value ($000) $966 Avg Close Range
Q4 2017
Shares 9,469 Value ($000) $930 Avg Close Range
Q3 2017
Shares 8,949 Value ($000) $830 Avg Close Range
Q2 2017
Shares 9,142 Value ($000) $816 Avg Close Range
Q1 2017
Shares 9,582 Value ($000) $831 Avg Close Range
Q4 2016
Shares 10,102 Value ($000) $832 Avg Close Range
Q3 2016
Shares 8,752 Value ($000) $705 Avg Close Range
Q2 2016
Shares 8,762 Value ($000) $677 Avg Close Range
Q1 2016
Shares 8,470 Value ($000) $648 Avg Close Range
Q4 2015
Shares 8,680 Value ($000) $657 Avg Close Range
Q3 2015
Shares 9,055 Value ($000) $642 Avg Close Range
Q2 2015
Shares 9,006 Value ($000) $685 Avg Close Range
Q1 2015
Shares 7,098 Value ($000) $548 Avg Close Range
Q4 2014
Shares 7,168 Value ($000) $550 Avg Close Range
Q2 2014
Shares 11,008 Value ($000) $804 Avg Close Range
Q1 2014
Shares 11,009 Value ($000) $773 Avg Close Range
Q4 2013
Shares 11,159 Value ($000) $771 Avg Close Range
Q3 2013
Shares 12,142 Value ($000) $764 Avg Close Range
Q2 2013
Shares 19,082 Value ($000) $1,152 Avg Close Range