ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 221,974 Value ($000) $28,597 Avg Close — Range —
Q3 2025
Shares 1,151 Value ($000) $145 Avg Close — Range —
Q2 2025
Shares 1,447 Value ($000) $168 Avg Close — Range —
Q4 2024
Shares 2,232 Value ($000) $246 Avg Close — Range —
Q3 2024
Shares 2,226 Value ($000) $242 Avg Close — Range —
Q2 2024
Shares 1,798 Value ($000) $187 Avg Close — Range —
Q1 2024
Shares 1,520 Value ($000) $153 Avg Close — Range —
Q4 2023
Shares 1,191 Value ($000) $109 Avg Close — Range —
Q3 2023
Shares 1,191 Value ($000) $97 Avg Close — Range —
Q2 2023
Shares 1,191 Value ($000) $100 Avg Close — Range —
Q1 2023
Shares 1,191 Value ($000) $92 Avg Close — Range —
Q4 2022
Shares 1,339 Value ($000) $96 Avg Close — Range —
Q3 2022
Shares 1,332 Value ($000) $96 Avg Close — Range —
Q2 2022
Shares 1,091 Value ($000) $78 Avg Close — Range —
Q1 2022
Shares 1,091 Value ($000) $81 Avg Close — Range —
Q3 2021
Shares 925 Value ($000) $77 Avg Close — Range —
Q2 2021
Shares 925 Value ($000) $77 Avg Close — Range —
Q1 2021
Shares 1,149 Value ($000) $88 Avg Close — Range —
Q4 2020
Shares 1,138 Value ($000) $81 Avg Close — Range —
Q3 2020
Shares 569 Value ($000) $73 Avg Close — Range —
Q2 2020
Shares 638 Value ($000) $75 Avg Close — Range —
Q1 2020
Shares 1,120 Value ($000) $109 Avg Close — Range —
Q4 2019
Shares 994 Value ($000) $119 Avg Close — Range —
Q3 2019
Shares 994 Value ($000) $110 Avg Close — Range —
Q2 2019
Shares 538 Value ($000) $59 Avg Close — Range —
Q1 2019
Shares 538 Value ($000) $57 Avg Close — Range —
Q4 2018
Shares 6,363 Value ($000) $592 Avg Close — Range —
Q3 2018
Shares 894 Value ($000) $95 Avg Close — Range —
Q2 2018
Shares 673 Value ($000) $68 Avg Close — Range —
Q1 2018
Shares 673 Value ($000) $66 Avg Close — Range —
Q4 2017
Shares 426 Value ($000) $42 Avg Close — Range —
Q3 2017
Shares 426 Value ($000) $38 Avg Close — Range —
Q2 2017
Shares 631 Value ($000) $56 Avg Close — Range —
Q1 2017
Shares 631 Value ($000) $55 Avg Close — Range —
Q4 2016
Shares 631 Value ($000) $52 Avg Close — Range —