ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Atria Investments, Inc's Holding History (CIK: 0001535865)

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

Q4 2025
Shares 7,713 Value ($000) $994 Avg Close — Range —
Q3 2025
Shares 7,534 Value ($000) $949 Avg Close — Range —
Q2 2025
Shares 6,625 Value ($000) $770 Avg Close — Range —
Q1 2025
Shares 6,481 Value ($000) $664 Avg Close — Range —
Q4 2024
Shares 6,300 Value ($000) $695 Avg Close — Range —
Q3 2024
Shares 8,213 Value ($000) $894 Avg Close — Range —
Q2 2024
Shares 8,390 Value ($000) $871 Avg Close — Range —
Q4 2021
Shares 26,956 Value ($000) $2,505 Avg Close — Range —