ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Heck Capital Advisors, LLC's Holding History (CIK: 0002046227)

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

Q4 2025
Shares 3,532 Value ($000) $455 Avg Close Range
Q3 2025
Shares 3,677 Value ($000) $463 Avg Close Range
Q2 2025
Shares 3,683 Value ($000) $428 Avg Close Range
Q1 2025
Shares 3,427 Value ($000) $351 Avg Close Range
Q4 2024
Shares 8,048 Value ($000) $887 Avg Close Range
Q3 2024
Shares 8,133 Value ($000) $885 Avg Close Range
Q2 2024
Shares 8,729 Value ($000) $906 Avg Close Range
Q1 2024
Shares 8,443 Value ($000) $851 Avg Close Range
Q4 2023
Shares 8,488 Value ($000) $773 Avg Close Range
Q3 2023
Shares 8,662 Value ($000) $705 Avg Close Range
Q2 2023
Shares 8,131 Value ($000) $684 Avg Close Range
Q1 2023
Shares 8,179 Value ($000) $638 Avg Close Range
Q4 2022
Shares 6,382 Value ($000) $458 Avg Close Range
Q3 2022
Shares 9,117 Value ($000) $611 Avg Close Range
Q2 2022
Shares 8,946 Value ($000) $643 Avg Close Range
Q1 2022
Shares 9,991 Value ($000) $865 Avg Close Range
Q4 2021
Shares 10,556 Value ($000) $981 Avg Close Range
Q3 2021
Shares 10,092 Value ($000) $840 Avg Close Range
Q2 2021
Shares 9,837 Value ($000) $815 Avg Close Range
Q1 2021
Shares 9,955 Value ($000) $760 Avg Close Range
Q4 2020
Shares 6,730 Value ($000) $481 Avg Close Range
Q3 2020
Shares 1,844 Value ($000) $236 Avg Close Range
Q2 2020
Shares 1,817 Value ($000) $214 Avg Close Range
Q1 2020
Shares 1,711 Value ($000) $167 Avg Close Range
Q4 2019
Shares 1,914 Value ($000) $230 Avg Close Range
Q3 2019
Shares 1,801 Value ($000) $200 Avg Close Range
Q2 2019
Shares 3,017 Value ($000) $330 Avg Close Range
Q1 2019
Shares 2,838 Value ($000) $299 Avg Close Range
Q4 2018
Shares 2,284 Value ($000) $212 Avg Close Range
Q3 2018
Shares 2,284 Value ($000) $244 Avg Close Range
Q2 2018
Shares 2,284 Value ($000) $231 Avg Close Range
Q1 2018
Shares 1,285 Value ($000) $126 Avg Close Range
Q4 2017
Shares 523 Value ($000) $51 Avg Close Range
Q3 2017
Shares 143 Value ($000) $13 Avg Close Range