ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Claro Advisors Inc.'s Holding History (CIK: 0001764386)

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

Q1 2025
Shares 2,245 Value ($000) $230 Avg Close — Range —
Q4 2024
Shares 2,379 Value ($000) $262 Avg Close — Range —
Q3 2024
Shares 2,408 Value ($000) $262 Avg Close — Range —
Q2 2024
Shares 2,665 Value ($000) $277 Avg Close — Range —
Q1 2024
Shares 2,512 Value ($000) $253 Avg Close — Range —
Q4 2018
Shares 18 Value ($000) $2 Avg Close — Range —