ISHARES TR

Ticker: DSI CUSIP: 464288570 Class: MSCI KLD400 SOC

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 1,200 Value ($000) $155 Avg Close Range
Q3 2025
Shares 1,200 Value ($000) $151 Avg Close Range
Q2 2025
Shares 1,200 Value ($000) $139 Avg Close Range
Q1 2025
Shares 1,200 Value ($000) $123 Avg Close Range
Q4 2024
Shares 1,200 Value ($000) $132 Avg Close Range
Q3 2024
Shares 1,200 Value ($000) $131 Avg Close Range
Q2 2024
Shares 1,200 Value ($000) $125 Avg Close Range
Q1 2024
Shares 1,200 Value ($000) $121 Avg Close Range
Q4 2023
Shares 1,200 Value ($000) $109 Avg Close Range
Q3 2023
Shares 1,200 Value ($000) $98 Avg Close Range
Q2 2023
Shares 1,200 Value ($000) $101 Avg Close Range
Q1 2023
Shares 1,200 Value ($000) $94 Avg Close Range
Q4 2022
Shares 1,200 Value ($000) $86 Avg Close Range
Q3 2022
Shares 1,430 Value ($000) $96 Avg Close Range
Q2 2022
Shares 1,430 Value ($000) $103 Avg Close Range
Q1 2022
Shares 1,430 Value ($000) $124 Avg Close Range
Q4 2021
Shares 1,430 Value ($000) $133 Avg Close Range
Q3 2021
Shares 1,430 Value ($000) $119 Avg Close Range
Q2 2021
Shares 1,430 Value ($000) $118 Avg Close Range
Q1 2021
Shares 1,430 Value ($000) $109 Avg Close Range
Q4 2020
Shares 1,430 Value ($000) $102 Avg Close Range
Q3 2020
Shares 715 Value ($000) $91 Avg Close Range
Q2 2020
Shares 715 Value ($000) $84 Avg Close Range
Q1 2020
Shares 805 Value ($000) $78 Avg Close Range
Q4 2019
Shares 805 Value ($000) $97 Avg Close Range