ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

LGT Financial Advisors LLC's Holding History (CIK: 0001965191)

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

Q3 2024
Shares 780 Value ($000) $85 Avg Close — Range —
Q2 2024
Shares 777 Value ($000) $81 Avg Close — Range —
Q1 2024
Shares 776 Value ($000) $78 Avg Close — Range —
Q4 2023
Shares 774 Value ($000) $70 Avg Close — Range —
Q3 2023
Shares 768 Value ($000) $63 Avg Close — Range —
Q2 2023
Shares 932 Value ($000) $78 Avg Close — Range —
Q4 2022
Shares 4,250 Value ($000) $305 Avg Close — Range —