ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

IFP Advisors, Inc's Holding History (CIK: 0001641866)

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

Q4 2025
Shares 277 Value ($000) $36 Avg Close — Range —
Q3 2025
Shares 141 Value ($000) $18 Avg Close — Range —
Q2 2025
Shares 510 Value ($000) $59 Avg Close — Range —
Q1 2025
Shares 1,266 Value ($000) $130 Avg Close — Range —
Q4 2024
Shares 476 Value ($000) $52 Avg Close — Range —
Q3 2024
Shares 476 Value ($000) $52 Avg Close — Range —
Q2 2024
Shares 476 Value ($000) $49 Avg Close — Range —
Q1 2024
Shares 476 Value ($000) $48 Avg Close — Range —
Q4 2023
Shares 595 Value ($000) $54 Avg Close — Range —
Q3 2023
Shares 595 Value ($000) $48 Avg Close — Range —
Q2 2023
Shares 1,447 Value ($000) $148 Avg Close — Range —
Q1 2023
Shares 1,447 Value ($000) $148 Avg Close — Range —
Q4 2022
Shares 1,447 Value ($000) $0 Avg Close — Range —
Q3 2022
Shares 34,580 Value ($000) $3,528 Avg Close — Range —
Q2 2022
Shares 34,580 Value ($000) $3,528 Avg Close — Range —
Q1 2022
Shares 1,404 Value ($000) $144 Avg Close — Range —
Q4 2021
Shares 1,404 Value ($000) $130 Avg Close — Range —
Q3 2021
Shares 1,404 Value ($000) $117 Avg Close — Range —
Q2 2021
Shares 1,404 Value ($000) $116 Avg Close — Range —
Q1 2021
Shares 1,707 Value ($000) $130 Avg Close — Range —
Q4 2020
Shares 1,625 Value ($000) $116 Avg Close — Range —
Q3 2020
Shares 628 Value ($000) $80 Avg Close — Range —
Q2 2020
Shares 650 Value ($000) $76 Avg Close — Range —
Q1 2020
Shares 650 Value ($000) $64 Avg Close — Range —
Q4 2019
Shares 941 Value ($000) $114 Avg Close — Range —
Q3 2019
Shares 450 Value ($000) $49 Avg Close — Range —
Q1 2019
Shares 384 Value ($000) $39 Avg Close — Range —
Q4 2018
Shares 693 Value ($000) $64 Avg Close — Range —
Q3 2018
Shares 1,333 Value ($000) $142 Avg Close — Range —
Q2 2018
Shares 1,282 Value ($000) $129 Avg Close — Range —
Q1 2018
Shares 672 Value ($000) $66 Avg Close — Range —
Q4 2017
Shares 672 Value ($000) $66 Avg Close — Range —
Q3 2017
Shares 544 Value ($000) $51 Avg Close — Range —
Q2 2017
Shares 508 Value ($000) $45 Avg Close — Range —
Q1 2017
Shares 22 Value ($000) $2 Avg Close — Range —
Q4 2016
Shares 22 Value ($000) $2 Avg Close — Range —
Q1 2016
Shares 384 Value ($000) $39 Avg Close — Range —
Q4 2015
Shares 613 Value ($000) $46 Avg Close — Range —