ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

SVB WEALTH LLC's Holding History (CIK: 0001626116)

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

Q4 2025
Shares 4,176 Value ($000) $538 Avg Close — Range —
Q3 2025
Shares 4,176 Value ($000) $526 Avg Close — Range —
Q2 2025
Shares 6,487 Value ($000) $754 Avg Close — Range —
Q4 2024
Shares 15,592 Value ($000) $1,719 Avg Close — Range —
Q2 2024
Shares 18,693 Value ($000) $1,941 Avg Close — Range —
Q1 2024
Shares 18,693 Value ($000) $1,884 Avg Close — Range —
Q4 2023
Shares 23,956 Value ($000) $2,181 Avg Close — Range —
Q3 2023
Shares 26,024 Value ($000) $2,119 Avg Close — Range —
Q2 2023
Shares 28,204 Value ($000) $2,374 Avg Close — Range —
Q1 2023
Shares 27,077 Value ($000) $2,112 Avg Close — Range —
Q4 2022
Shares 19,244 Value ($000) $1,382 Avg Close — Range —
Q3 2022
Shares 19,701 Value ($000) $1,319 Avg Close — Range —
Q2 2022
Shares 30,067 Value ($000) $2,162 Avg Close — Range —
Q1 2022
Shares 29,977 Value ($000) $2,596 Avg Close — Range —
Q4 2021
Shares 30,152 Value ($000) $2,801 Avg Close — Range —
Q3 2021
Shares 70,445 Value ($000) $5,862 Avg Close — Range —
Q2 2021
Shares 69,778 Value ($000) $5,779 Avg Close — Range —
Q1 2021
Shares 75,938 Value ($000) $5,798 Avg Close — Range —
Q4 2020
Shares 62,769 Value ($000) $4,490 Avg Close — Range —
Q3 2020
Shares 51,210 Value ($000) $6,552 Avg Close — Range —
Q2 2020
Shares 96,845 Value ($000) $11,429 Avg Close — Range —
Q1 2020
Shares 788 Value ($000) $76 Avg Close — Range —
Q4 2019
Shares 11,013 Value ($000) $1,323 Avg Close — Range —
Q3 2019
Shares 9,756 Value ($000) $1,082 Avg Close — Range —
Q2 2019
Shares 9,309 Value ($000) $1,018 Avg Close — Range —