ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

TRAPHAGEN INVESTMENT ADVISORS LLC's Holding History (CIK: 0002023380)

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

Q4 2025
Shares 4,802 Value ($000) $619 Avg Close Range
Q3 2025
Shares 4,798 Value ($000) $604 Avg Close Range
Q2 2025
Shares 4,876 Value ($000) $566 Avg Close Range
Q1 2025
Shares 5,543 Value ($000) $568 Avg Close Range
Q4 2024
Shares 5,539 Value ($000) $611 Avg Close Range
Q3 2024
Shares 5,600 Value ($000) $609 Avg Close Range
Q2 2024
Shares 5,638 Value ($000) $586 Avg Close Range
Q1 2024
Shares 5,635 Value ($000) $568 Avg Close Range
Q4 2023
Shares 5,481 Value ($000) $499 Avg Close Range
Q3 2023
Shares 5,470 Value ($000) $445 Avg Close Range
Q2 2023
Shares 5,470 Value ($000) $460 Avg Close Range
Q1 2023
Shares 7,798 Value ($000) $608 Avg Close Range
Q4 2022
Shares 7,785 Value ($000) $559 Avg Close Range
Q3 2022
Shares 7,342 Value ($000) $492 Avg Close Range
Q2 2022
Shares 5,940 Value ($000) $427 Avg Close Range
Q1 2022
Shares 5,934 Value ($000) $514 Avg Close Range
Q4 2021
Shares 3,933 Value ($000) $365 Avg Close Range
Q3 2021
Shares 3,933 Value ($000) $327 Avg Close Range
Q2 2021
Shares 3,933 Value ($000) $326 Avg Close Range
Q1 2021
Shares 3,828 Value ($000) $292 Avg Close Range
Q4 2020
Shares 3,880 Value ($000) $278 Avg Close Range
Q3 2020
Shares 1,944 Value ($000) $249 Avg Close Range
Q2 2020
Shares 1,805 Value ($000) $213 Avg Close Range
Q4 2019
Shares 1,974 Value ($000) $237 Avg Close Range
Q3 2019
Shares 2,124 Value ($000) $236 Avg Close Range