ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Global Financial Private Client, LLC's Holding History (CIK: 0002023568)

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

Q1 2025
Shares 179 Value ($000) $18 Avg Close Range
Q4 2024
Shares 173 Value ($000) $19 Avg Close Range
Q3 2024
Shares 180 Value ($000) $20 Avg Close Range
Q2 2024
Shares 208 Value ($000) $22 Avg Close Range
Q1 2024
Shares 203 Value ($000) $20 Avg Close Range
Q4 2023
Shares 205 Value ($000) $19 Avg Close Range
Q3 2023
Shares 191 Value ($000) $16 Avg Close Range
Q2 2023
Shares 191 Value ($000) $16 Avg Close Range
Q1 2023
Shares 203 Value ($000) $16 Avg Close Range
Q4 2022
Shares 203 Value ($000) $15 Avg Close Range
Q3 2022
Shares 203 Value ($000) $14 Avg Close Range
Q2 2022
Shares 135 Value ($000) $10 Avg Close Range
Q1 2022
Shares 135 Value ($000) $12 Avg Close Range
Q4 2021
Shares 41 Value ($000) $4 Avg Close Range
Q3 2021
Shares 41 Value ($000) $3 Avg Close Range
Q2 2021
Shares 129 Value ($000) $11 Avg Close Range
Q1 2021
Shares 96 Value ($000) $7 Avg Close Range