ISHARES TR

Ticker: SUSA CUSIP: 464288802 Class: MSCI USA ESG SLC

Shepherd Financial Partners LLC's Holding History (CIK: 0001696628)

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

Q4 2025
Shares 21,455 Value ($000) $2,990 Avg Close — Range —
Q3 2025
Shares 21,797 Value ($000) $2,957 Avg Close — Range —
Q2 2025
Shares 22,360 Value ($000) $2,834 Avg Close — Range —
Q1 2025
Shares 22,511 Value ($000) $2,586 Avg Close — Range —
Q4 2024
Shares 26,986 Value ($000) $3,281 Avg Close — Range —
Q3 2024
Shares 28,011 Value ($000) $3,372 Avg Close — Range —
Q2 2024
Shares 29,590 Value ($000) $3,325 Avg Close — Range —
Q1 2024
Shares 30,533 Value ($000) $3,333 Avg Close — Range —
Q4 2023
Shares 27,153 Value ($000) $2,729 Avg Close — Range —
Q3 2023
Shares 27,451 Value ($000) $2,470 Avg Close — Range —
Q2 2023
Shares 28,136 Value ($000) $2,635 Avg Close — Range —
Q1 2023
Shares 28,670 Value ($000) $2,516 Avg Close — Range —
Q4 2022
Shares 28,768 Value ($000) $2,368 Avg Close — Range —
Q3 2022
Shares 26,681 Value ($000) $2,025 Avg Close — Range —
Q2 2022
Shares 26,383 Value ($000) $2,129 Avg Close — Range —
Q1 2022
Shares 25,929 Value ($000) $2,510 Avg Close — Range —
Q4 2021
Shares 26,856 Value ($000) $2,848 Avg Close — Range —
Q3 2021
Shares 25,620 Value ($000) $2,457 Avg Close — Range —
Q2 2021
Shares 24,223 Value ($000) $2,314 Avg Close — Range —
Q1 2021
Shares 23,925 Value ($000) $2,101 Avg Close — Range —
Q4 2020
Shares 26,751 Value ($000) $2,200 Avg Close — Range —
Q3 2020
Shares 12,934 Value ($000) $1,902 Avg Close — Range —
Q2 2020
Shares 14,423 Value ($000) $1,929 Avg Close — Range —
Q1 2020
Shares 15,073 Value ($000) $1,654 Avg Close — Range —
Q4 2019
Shares 16,309 Value ($000) $2,185 Avg Close — Range —
Q3 2019
Shares 16,274 Value ($000) $2,009 Avg Close — Range —
Q2 2019
Shares 15,189 Value ($000) $1,851 Avg Close — Range —
Q1 2019
Shares 15,374 Value ($000) $1,818 Avg Close — Range —
Q4 2018
Shares 14,774 Value ($000) $1,524 Avg Close — Range —
Q3 2018
Shares 16,252 Value ($000) $1,834 Avg Close — Range —
Q2 2018
Shares 16,268 Value ($000) $1,835 Avg Close — Range —
Q1 2018
Shares 11,202 Value ($000) $1,241 Avg Close — Range —
Q4 2017
Shares 9,692 Value ($000) $1,077 Avg Close — Range —
Q3 2017
Shares 8,928 Value ($000) $942 Avg Close — Range —
Q2 2017
Shares 9,849 Value ($000) $1,007 Avg Close — Range —
Q1 2017
Shares 9,936 Value ($000) $969 Avg Close — Range —
Q4 2016
Shares 9,936 Value ($000) $922 Avg Close — Range —