ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Crestwood Advisors Group LLC's Holding History (CIK: 0001426853)

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

Q4 2025
Shares 3,928 Value ($000) $506 Avg Close — Range —
Q3 2025
Shares 4,216 Value ($000) $531 Avg Close — Range —
Q2 2025
Shares 4,216 Value ($000) $490 Avg Close — Range —
Q1 2025
Shares 4,216 Value ($000) $432 Avg Close — Range —
Q4 2024
Shares 4,216 Value ($000) $465 Avg Close — Range —
Q3 2024
Shares 4,216 Value ($000) $459 Avg Close — Range —
Q2 2024
Shares 4,156 Value ($000) $432 Avg Close — Range —
Q1 2024
Shares 4,156 Value ($000) $419 Avg Close — Range —
Q4 2023
Shares 4,368 Value ($000) $398 Avg Close — Range —
Q3 2023
Shares 4,368 Value ($000) $356 Avg Close — Range —
Q2 2023
Shares 4,368 Value ($000) $368 Avg Close — Range —
Q1 2023
Shares 4,368 Value ($000) $341 Avg Close — Range —
Q4 2022
Shares 4,368 Value ($000) $314 Avg Close — Range —
Q3 2022
Shares 4,819 Value ($000) $323 Avg Close — Range —
Q2 2022
Shares 4,819 Value ($000) $346 Avg Close — Range —
Q1 2022
Shares 4,834 Value ($000) $419 Avg Close — Range —
Q4 2021
Shares 4,905 Value ($000) $456 Avg Close — Range —
Q3 2021
Shares 4,890 Value ($000) $407 Avg Close — Range —
Q2 2021
Shares 4,890 Value ($000) $405 Avg Close — Range —
Q1 2021
Shares 4,890 Value ($000) $373 Avg Close — Range —
Q4 2020
Shares 4,958 Value ($000) $355 Avg Close — Range —
Q3 2020
Shares 2,479 Value ($000) $317 Avg Close — Range —
Q2 2020
Shares 2,479 Value ($000) $293 Avg Close — Range —
Q1 2020
Shares 2,479 Value ($000) $241 Avg Close — Range —
Q4 2019
Shares 2,479 Value ($000) $298 Avg Close — Range —
Q3 2019
Shares 2,479 Value ($000) $275 Avg Close — Range —
Q2 2019
Shares 2,479 Value ($000) $271 Avg Close — Range —
Q1 2019
Shares 2,195 Value ($000) $232 Avg Close — Range —
Q4 2018
Shares 2,195 Value ($000) $204 Avg Close — Range —
Q3 2018
Shares 2,195 Value ($000) $234 Avg Close — Range —
Q2 2018
Shares 2,195 Value ($000) $229 Avg Close — Range —
Q1 2018
Shares 2,195 Value ($000) $214 Avg Close — Range —
Q4 2017
Shares 2,195 Value ($000) $216 Avg Close — Range —
Q3 2017
Shares 2,195 Value ($000) $204 Avg Close — Range —
Q2 2017
Shares 2,195 Value ($000) $201 Avg Close — Range —
Q1 2017
Shares 2,595 Value ($000) $229 Avg Close — Range —
Q4 2016
Shares 3,380 Value ($000) $278 Avg Close — Range —
Q3 2016
Shares 3,400 Value ($000) $274 Avg Close — Range —
Q2 2016
Shares 3,400 Value ($000) $263 Avg Close — Range —
Q1 2016
Shares 3,400 Value ($000) $260 Avg Close — Range —
Q4 2015
Shares 3,435 Value ($000) $260 Avg Close — Range —
Q3 2015
Shares 5,290 Value ($000) $375 Avg Close — Range —
Q2 2015
Shares 5,290 Value ($000) $402 Avg Close — Range —
Q1 2015
Shares 5,930 Value ($000) $458 Avg Close — Range —
Q4 2014
Shares 5,890 Value ($000) $451 Avg Close — Range —
Q3 2014
Shares 5,890 Value ($000) $432 Avg Close — Range —
Q2 2014
Shares 5,890 Value ($000) $431 Avg Close — Range —
Q1 2014
Shares 5,890 Value ($000) $414 Avg Close — Range —
Q4 2013
Shares 4,500 Value ($000) $311 Avg Close — Range —
Q3 2013
Shares 4,400 Value ($000) $277 Avg Close — Range —
Q2 2013
Shares 3,600 Value ($000) $217 Avg Close — Range —