ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 18,874 Value ($000) $2,432 Avg Close — Range —
Q3 2025
Shares 19,665 Value ($000) $2,477 Avg Close — Range —
Q2 2025
Shares 20,875 Value ($000) $2,425 Avg Close — Range —
Q1 2025
Shares 22,284 Value ($000) $2,282 Avg Close — Range —
Q4 2024
Shares 25,785 Value ($000) $2,843 Avg Close — Range —
Q3 2024
Shares 26,945 Value ($000) $2,931 Avg Close — Range —
Q2 2024
Shares 28,646 Value ($000) $2,975 Avg Close — Range —
Q1 2024
Shares 30,002 Value ($000) $3,025 Avg Close — Range —
Q4 2023
Shares 30,310 Value ($000) $2,760 Avg Close — Range —
Q3 2023
Shares 30,943 Value ($000) $2,519 Avg Close — Range —
Q2 2023
Shares 31,797 Value ($000) $2,676 Avg Close — Range —
Q1 2023
Shares 32,479 Value ($000) $2,533 Avg Close — Range —
Q4 2022
Shares 33,088 Value ($000) $2,375 Avg Close — Range —
Q3 2022
Shares 30,523 Value ($000) $2,044 Avg Close — Range —
Q2 2022
Shares 30,150 Value ($000) $2,168 Avg Close — Range —
Q1 2022
Shares 29,668 Value ($000) $2,573 Avg Close — Range —
Q4 2021
Shares 30,811 Value ($000) $2,860 Avg Close — Range —
Q3 2021
Shares 29,378 Value ($000) $2,443 Avg Close — Range —
Q2 2021
Shares 27,767 Value ($000) $2,300 Avg Close — Range —
Q1 2021
Shares 27,520 Value ($000) $2,101 Avg Close — Range —
Q4 2020
Shares 30,462 Value ($000) $2,178 Avg Close — Range —
Q3 2020
Shares 14,695 Value ($000) $1,880 Avg Close — Range —
Q2 2020
Shares 16,043 Value ($000) $1,893 Avg Close — Range —
Q1 2020
Shares 16,771 Value ($000) $1,634 Avg Close — Range —
Q4 2019
Shares 20,394 Value ($000) $2,449 Avg Close — Range —
Q3 2019
Shares 19,929 Value ($000) $2,210 Avg Close — Range —
Q2 2019
Shares 18,466 Value ($000) $2,019 Avg Close — Range —
Q1 2019
Shares 18,796 Value ($000) $1,983 Avg Close — Range —
Q4 2018
Shares 16,228 Value ($000) $1,509 Avg Close — Range —
Q3 2018
Shares 19,064 Value ($000) $1,925 Avg Close — Range —
Q2 2018
Shares 19,082 Value ($000) $1,932 Avg Close — Range —
Q1 2018
Shares 12,758 Value ($000) $1,247 Avg Close — Range —
Q4 2017
Shares 11,524 Value ($000) $1,132 Avg Close — Range —
Q3 2017
Shares 10,202 Value ($000) $959 Avg Close — Range —
Q2 2017
Shares 11,043 Value ($000) $989 Avg Close — Range —
Q1 2017
Shares 11,134 Value ($000) $961 Avg Close — Range —
Q4 2016
Shares 11,134 Value ($000) $925 Avg Close — Range —