ISHARES TR

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

Global Retirement Partners, LLC's Holding History (CIK: 0001749744)

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

Q4 2025
Shares 4,692 Value ($000) $654 Avg Close Range
Q3 2025
Shares 4,693 Value ($000) $637 Avg Close Range
Q2 2025
Shares 4,635 Value ($000) $588 Avg Close Range
Q4 2024
Shares 5,140 Value ($000) $625 Avg Close Range
Q3 2024
Shares 3,675 Value ($000) $442 Avg Close Range
Q2 2024
Shares 3,665 Value ($000) $412 Avg Close Range
Q1 2024
Shares 3,453 Value ($000) $377 Avg Close Range
Q4 2023
Shares 3,446 Value ($000) $344 Avg Close Range
Q3 2023
Shares 3,436 Value ($000) $307 Avg Close Range
Q2 2023
Shares 3,810 Value ($000) $357 Avg Close Range
Q1 2023
Shares 3,803 Value ($000) $330 Avg Close Range
Q4 2022
Shares 2,935 Value ($000) $242 Avg Close Range
Q3 2022
Shares 2,924 Value ($000) $241 Avg Close Range
Q2 2022
Shares 2,526 Value ($000) $204 Avg Close Range
Q1 2022
Shares 2,519 Value ($000) $212 Avg Close Range
Q3 2021
Shares 12 Value ($000) $1 Avg Close Range
Q2 2021
Shares 12 Value ($000) $1 Avg Close Range
Q1 2021
Shares 214 Value ($000) $19 Avg Close Range
Q4 2020
Shares 214 Value ($000) $18 Avg Close Range
Q3 2020
Shares 107 Value ($000) $16 Avg Close Range
Q2 2020
Shares 107 Value ($000) $14 Avg Close Range
Q1 2020
Shares 107 Value ($000) $12 Avg Close Range
Q4 2019
Shares 107 Value ($000) $14 Avg Close Range
Q3 2019
Shares 107 Value ($000) $13 Avg Close Range
Q2 2019
Shares 107 Value ($000) $13 Avg Close Range
Q1 2019
Shares 101 Value ($000) $12 Avg Close Range
Q4 2018
Shares 101 Value ($000) $10 Avg Close Range