ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Schneider Downs Wealth Management Advisors, LP's Holding History (CIK: 0001665359)

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

Q4 2025
Shares 21,863 Value ($000) $2,817 Avg Close Range
Q3 2025
Shares 21,863 Value ($000) $2,754 Avg Close Range
Q2 2025
Shares 21,863 Value ($000) $2,540 Avg Close Range
Q1 2025
Shares 21,863 Value ($000) $2,239 Avg Close Range
Q4 2024
Shares 22,579 Value ($000) $2,489 Avg Close Range
Q3 2024
Shares 22,579 Value ($000) $2,456 Avg Close Range
Q2 2024
Shares 22,579 Value ($000) $2,345 Avg Close Range
Q1 2024
Shares 10,379 Value ($000) $1,046 Avg Close Range
Q4 2023
Shares 10,379 Value ($000) $945 Avg Close Range
Q3 2023
Shares 10,379 Value ($000) $845 Avg Close Range
Q2 2023
Shares 10,379 Value ($000) $874 Avg Close Range
Q1 2023
Shares 10,379 Value ($000) $809 Avg Close Range
Q4 2022
Shares 10,379 Value ($000) $745 Avg Close Range
Q3 2022
Shares 10,379 Value ($000) $695 Avg Close Range
Q2 2022
Shares 10,379 Value ($000) $746 Avg Close Range
Q1 2022
Shares 10,379 Value ($000) $899 Avg Close Range
Q4 2021
Shares 10,379 Value ($000) $964 Avg Close Range
Q3 2021
Shares 11,200 Value ($000) $932 Avg Close Range
Q2 2021
Shares 11,200 Value ($000) $928 Avg Close Range
Q1 2021
Shares 11,200 Value ($000) $855 Avg Close Range
Q4 2020
Shares 11,200 Value ($000) $801 Avg Close Range
Q3 2020
Shares 5,600 Value ($000) $717 Avg Close Range
Q2 2020
Shares 5,600 Value ($000) $661 Avg Close Range
Q1 2020
Shares 5,600 Value ($000) $545 Avg Close Range
Q3 2018
Shares 3,605 Value ($000) $385 Avg Close Range
Q1 2018
Shares 4,222 Value ($000) $413 Avg Close Range
Q1 2017
Shares 5,419 Value ($000) $470 Avg Close Range
Q4 2016
Shares 5,419 Value ($000) $446 Avg Close Range
Q3 2016
Shares 5,419 Value ($000) $436 Avg Close Range
Q2 2016
Shares 5,419 Value ($000) $419 Avg Close Range
Q1 2016
Shares 5,419 Value ($000) $415 Avg Close Range