ISHARES TR

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

HCR Wealth Advisors's Holding History (CIK: 0001697715)

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

Q4 2025
Shares 2,550 Value ($000) $355 Avg Close Range
Q3 2025
Shares 2,550 Value ($000) $348 Avg Close Range
Q2 2025
Shares 2,528 Value ($000) $320 Avg Close Range
Q1 2025
Shares 2,578 Value ($000) $296 Avg Close Range
Q4 2024
Shares 2,578 Value ($000) $313 Avg Close Range
Q3 2024
Shares 2,628 Value ($000) $316 Avg Close Range
Q2 2024
Shares 2,528 Value ($000) $284 Avg Close Range
Q1 2024
Shares 2,528 Value ($000) $276 Avg Close Range
Q4 2023
Shares 2,528 Value ($000) $254 Avg Close Range
Q3 2023
Shares 2,500 Value ($000) $225 Avg Close Range
Q2 2023
Shares 2,500 Value ($000) $234 Avg Close Range
Q1 2023
Shares 2,500 Value ($000) $219 Avg Close Range
Q4 2022
Shares 2,500 Value ($000) $206 Avg Close Range
Q2 2022
Shares 2,500 Value ($000) $202 Avg Close Range
Q1 2022
Shares 2,500 Value ($000) $242 Avg Close Range
Q4 2021
Shares 2,500 Value ($000) $266 Avg Close Range
Q3 2021
Shares 2,500 Value ($000) $240 Avg Close Range
Q2 2021
Shares 2,500 Value ($000) $239 Avg Close Range
Q1 2021
Shares 2,800 Value ($000) $246 Avg Close Range
Q4 2020
Shares 2,500 Value ($000) $206 Avg Close Range
Q3 2020
Shares 1,250 Value ($000) $184 Avg Close Range
Q2 2020
Shares 1,250 Value ($000) $168 Avg Close Range
Q1 2020
Shares 1,250 Value ($000) $137 Avg Close Range
Q4 2019
Shares 1,250 Value ($000) $168 Avg Close Range