ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Prism Advisors, Inc.'s Holding History (CIK: 0001717027)

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

Q4 2025
Shares 4,191 Value ($000) $540 Avg Close Range
Q3 2025
Shares 4,397 Value ($000) $554 Avg Close Range
Q2 2025
Shares 4,274 Value ($000) $496 Avg Close Range
Q1 2025
Shares 5,377 Value ($000) $551 Avg Close Range
Q4 2024
Shares 6,107 Value ($000) $673 Avg Close Range
Q3 2024
Shares 6,496 Value ($000) $707 Avg Close Range
Q2 2024
Shares 6,506 Value ($000) $676 Avg Close Range
Q1 2024
Shares 6,636 Value ($000) $669 Avg Close Range
Q4 2023
Shares 6,759 Value ($000) $615 Avg Close Range
Q3 2023
Shares 28,426 Value ($000) $1,128 Avg Close Range
Q2 2023
Shares 9,933 Value ($000) $836 Avg Close Range
Q1 2023
Shares 9,847 Value ($000) $768 Avg Close Range
Q4 2022
Shares 10,928 Value ($000) $785 Avg Close Range
Q3 2022
Shares 10,827 Value ($000) $725 Avg Close Range
Q2 2022
Shares 10,772 Value ($000) $775 Avg Close Range
Q1 2022
Shares 10,334 Value ($000) $895 Avg Close Range
Q4 2021
Shares 7,376 Value ($000) $685 Avg Close Range
Q3 2021
Shares 4,356 Value ($000) $362 Avg Close Range
Q2 2021
Shares 4,485 Value ($000) $371 Avg Close Range
Q1 2021
Shares 3,913 Value ($000) $299 Avg Close Range
Q4 2020
Shares 3,786 Value ($000) $271 Avg Close Range
Q3 2020
Shares 1,809 Value ($000) $231 Avg Close Range
Q2 2020
Shares 3,108 Value ($000) $367 Avg Close Range
Q1 2020
Shares 2,993 Value ($000) $291 Avg Close Range
Q4 2019
Shares 2,384 Value ($000) $286 Avg Close Range
Q3 2019
Shares 2,409 Value ($000) $267 Avg Close Range
Q2 2019
Shares 2,396 Value ($000) $262 Avg Close Range
Q1 2019
Shares 2,373 Value ($000) $250 Avg Close Range
Q4 2018
Shares 2,245 Value ($000) $209 Avg Close Range
Q3 2018
Shares 2,231 Value ($000) $223 Avg Close Range
Q2 2018
Shares 2,375 Value ($000) $244 Avg Close Range
Q1 2018
Shares 2,375 Value ($000) $240 Avg Close Range
Q4 2017
Shares 2,865 Value ($000) $281 Avg Close Range