ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q3 2025
Shares 28,445 Value ($000) $3,583 Avg Close — Range —
Q2 2025
Shares 28,636 Value ($000) $3,326 Avg Close — Range —
Q1 2025
Shares 29,226 Value ($000) $2,993 Avg Close — Range —
Q4 2024
Shares 30,032 Value ($000) $3,311 Avg Close — Range —
Q3 2024
Shares 28,237 Value ($000) $3,072 Avg Close — Range —
Q2 2024
Shares 26,643 Value ($000) $2,767 Avg Close — Range —
Q1 2024
Shares 25,615 Value ($000) $2,582 Avg Close — Range —
Q4 2023
Shares 25,235 Value ($000) $2,298 Avg Close — Range —
Q3 2023
Shares 25,339 Value ($000) $2,063 Avg Close — Range —
Q2 2023
Shares 22,953 Value ($000) $1,932 Avg Close — Range —
Q1 2023
Shares 22,286 Value ($000) $1,738 Avg Close — Range —
Q4 2022
Shares 22,048 Value ($000) $1,583 Avg Close — Range —
Q3 2022
Shares 24,113 Value ($000) $1,615 Avg Close — Range —
Q2 2022
Shares 23,012 Value ($000) $1,655 Avg Close — Range —
Q1 2022
Shares 22,948 Value ($000) $1,988 Avg Close — Range —
Q4 2021
Shares 22,586 Value ($000) $2,099 Avg Close — Range —
Q3 2021
Shares 20,023 Value ($000) $1,666 Avg Close — Range —
Q2 2021
Shares 18,305 Value ($000) $1,516 Avg Close — Range —
Q1 2021
Shares 17,689 Value ($000) $1,351 Avg Close — Range —
Q4 2020
Shares 17,070 Value ($000) $1,221 Avg Close — Range —
Q3 2020
Shares 6,173 Value ($000) $790 Avg Close — Range —
Q2 2020
Shares 2,498 Value ($000) $295 Avg Close — Range —
Q4 2019
Shares 241 Value ($000) $29 Avg Close — Range —
Q3 2014
Shares 254 Value ($000) $19 Avg Close — Range —