ISHARES TR

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

Marks Group Wealth Management, Inc's Holding History (CIK: 0001802473)

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

Q4 2025
Shares 4,878 Value ($000) $680 Avg Close — Range —
Q3 2025
Shares 4,878 Value ($000) $662 Avg Close — Range —
Q2 2025
Shares 4,878 Value ($000) $618 Avg Close — Range —
Q1 2025
Shares 4,878 Value ($000) $560 Avg Close — Range —
Q4 2024
Shares 4,878 Value ($000) $593 Avg Close — Range —
Q3 2024
Shares 4,878 Value ($000) $587 Avg Close — Range —
Q2 2024
Shares 4,878 Value ($000) $548 Avg Close — Range —
Q1 2024
Shares 4,878 Value ($000) $533 Avg Close — Range —
Q4 2023
Shares 4,878 Value ($000) $490 Avg Close — Range —
Q3 2023
Shares 4,878 Value ($000) $439 Avg Close — Range —
Q2 2023
Shares 4,878 Value ($000) $457 Avg Close — Range —
Q1 2023
Shares 6,593 Value ($000) $579 Avg Close — Range —
Q4 2022
Shares 6,593 Value ($000) $543 Avg Close — Range —
Q3 2022
Shares 6,593 Value ($000) $500 Avg Close — Range —
Q2 2022
Shares 6,593 Value ($000) $532 Avg Close — Range —
Q1 2022
Shares 6,593 Value ($000) $638 Avg Close — Range —
Q4 2021
Shares 6,593 Value ($000) $701 Avg Close — Range —