ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

One Wealth Management Investment & Advisory Services, LLC's Holding History (CIK: 0002009427)

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

Q2 2024
Shares 7,356 Value ($000) $764 Avg Close — Range —
Q1 2024
Shares 7,730 Value ($000) $779 Avg Close — Range —
Q4 2023
Shares 8,201 Value ($000) $747 Avg Close — Range —