ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Gradient Investments LLC's Holding History (CIK: 0001542265)

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

Q4 2025
Shares 43,751 Value ($000) $5,636 Avg Close — Range —
Q3 2025
Shares 41,310 Value ($000) $5,203 Avg Close — Range —
Q2 2025
Shares 41,951 Value ($000) $4,873 Avg Close — Range —
Q1 2025
Shares 49,618 Value ($000) $5,081 Avg Close — Range —
Q4 2024
Shares 52,044 Value ($000) $5,738 Avg Close — Range —
Q3 2024
Shares 51,839 Value ($000) $5,640 Avg Close — Range —
Q2 2024
Shares 52,633 Value ($000) $5,466 Avg Close — Range —
Q1 2024
Shares 52,071 Value ($000) $5,249 Avg Close — Range —
Q4 2023
Shares 50,791 Value ($000) $4,625 Avg Close — Range —
Q3 2023
Shares 52,014 Value ($000) $4,234 Avg Close — Range —
Q2 2023
Shares 52,810 Value ($000) $4,445 Avg Close — Range —
Q1 2023
Shares 58,000 Value ($000) $4,523 Avg Close — Range —
Q4 2022
Shares 64,638 Value ($000) $4,640 Avg Close — Range —
Q3 2022
Shares 79,422 Value ($000) $5,319 Avg Close — Range —
Q2 2022
Shares 135,872 Value ($000) $9,769 Avg Close — Range —
Q1 2022
Shares 152,638 Value ($000) $13,222 Avg Close — Range —
Q4 2021
Shares 159,354 Value ($000) $14,807 Avg Close — Range —
Q3 2021
Shares 97,499 Value ($000) $8,113 Avg Close — Range —
Q2 2021
Shares 73,871 Value ($000) $6,119 Avg Close — Range —
Q1 2021
Shares 129,150 Value ($000) $9,862 Avg Close — Range —
Q4 2020
Shares 11,775 Value ($000) $1,507 Avg Close — Range —
Q3 2020
Shares 11,775 Value ($000) $1,507 Avg Close — Range —
Q2 2020
Shares 10,893 Value ($000) $1,286 Avg Close — Range —
Q1 2020
Shares 10,727 Value ($000) $1,045 Avg Close — Range —
Q4 2019
Shares 9,892 Value ($000) $1,188 Avg Close — Range —
Q3 2019
Shares 13,666 Value ($000) $1,516 Avg Close — Range —
Q2 2019
Shares 13,836 Value ($000) $1,513 Avg Close — Range —
Q1 2019
Shares 13,122 Value ($000) $1,384 Avg Close — Range —
Q4 2018
Shares 9,825 Value ($000) $914 Avg Close — Range —
Q3 2018
Shares 41 Value ($000) $4 Avg Close — Range —
Q2 2018
Shares 5,868 Value ($000) $592 Avg Close — Range —
Q1 2018
Shares 5,942 Value ($000) $581 Avg Close — Range —
Q4 2017
Shares 5,108 Value ($000) $502 Avg Close — Range —
Q3 2017
Shares 5,095 Value ($000) $473 Avg Close — Range —
Q2 2017
Shares 4,936 Value ($000) $441 Avg Close — Range —
Q1 2017
Shares 4,427 Value ($000) $384 Avg Close — Range —
Q4 2016
Shares 867 Value ($000) $71 Avg Close — Range —
Q3 2016
Shares 867 Value ($000) $70 Avg Close — Range —
Q2 2015
Shares 96 Value ($000) $7 Avg Close — Range —
Q1 2015
Shares 96 Value ($000) $7 Avg Close — Range —
Q4 2014
Shares 96 Value ($000) $7 Avg Close — Range —