ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Moisand Fitzgerald Tamayo, LLC's Holding History (CIK: 0001649107)

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

Q4 2025
Shares 461 Value ($000) $59 Avg Close — Range —
Q3 2025
Shares 461 Value ($000) $58 Avg Close — Range —
Q2 2025
Shares 462 Value ($000) $54 Avg Close — Range —
Q1 2025
Shares 463 Value ($000) $47 Avg Close — Range —
Q4 2024
Shares 489 Value ($000) $54 Avg Close — Range —
Q3 2024
Shares 498 Value ($000) $54 Avg Close — Range —
Q2 2024
Shares 539 Value ($000) $56 Avg Close — Range —
Q1 2024
Shares 539 Value ($000) $54 Avg Close — Range —
Q4 2023
Shares 540 Value ($000) $49 Avg Close — Range —
Q3 2023
Shares 555 Value ($000) $45 Avg Close — Range —
Q2 2023
Shares 603 Value ($000) $51 Avg Close — Range —
Q1 2023
Shares 634 Value ($000) $49 Avg Close — Range —
Q4 2022
Shares 634 Value ($000) $46 Avg Close — Range —
Q3 2022
Shares 634 Value ($000) $42 Avg Close — Range —
Q2 2022
Shares 647 Value ($000) $47 Avg Close — Range —
Q1 2022
Shares 647 Value ($000) $56 Avg Close — Range —
Q4 2021
Shares 626 Value ($000) $58 Avg Close — Range —
Q3 2021
Shares 626 Value ($000) $52 Avg Close — Range —
Q2 2021
Shares 626 Value ($000) $52 Avg Close — Range —
Q1 2021
Shares 764 Value ($000) $58 Avg Close — Range —
Q4 2020
Shares 764 Value ($000) $55 Avg Close — Range —
Q3 2020
Shares 382 Value ($000) $49 Avg Close — Range —
Q2 2020
Shares 417 Value ($000) $49 Avg Close — Range —
Q1 2020
Shares 468 Value ($000) $46 Avg Close — Range —
Q4 2019
Shares 468 Value ($000) $56 Avg Close — Range —
Q3 2019
Shares 493 Value ($000) $55 Avg Close — Range —
Q2 2019
Shares 493 Value ($000) $54 Avg Close — Range —
Q1 2019
Shares 533 Value ($000) $56 Avg Close — Range —
Q4 2018
Shares 533 Value ($000) $50 Avg Close — Range —
Q3 2018
Shares 140 Value ($000) $15 Avg Close — Range —
Q2 2018
Shares 140 Value ($000) $14 Avg Close — Range —
Q1 2018
Shares 140 Value ($000) $14 Avg Close — Range —
Q4 2017
Shares 140 Value ($000) $14 Avg Close — Range —
Q3 2017
Shares 140 Value ($000) $13 Avg Close — Range —
Q1 2016
Shares 169 Value ($000) $13 Avg Close — Range —
Q4 2015
Shares 169 Value ($000) $13 Avg Close — Range —