ISHARES TR

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

Consolidated Planning Corp's Holding History (CIK: 0001805250)

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

Q4 2025
Shares 25,063 Value ($000) $3,492 Avg Close — Range —
Q3 2025
Shares 24,820 Value ($000) $3,367 Avg Close — Range —
Q2 2025
Shares 25,173 Value ($000) $3,191 Avg Close — Range —
Q1 2025
Shares 25,110 Value ($000) $2,884 Avg Close — Range —
Q4 2024
Shares 23,863 Value ($000) $2,901 Avg Close — Range —
Q3 2024
Shares 17,816 Value ($000) $2,144 Avg Close — Range —
Q2 2024
Shares 17,971 Value ($000) $2,019 Avg Close — Range —
Q1 2024
Shares 41,476 Value ($000) $4,528 Avg Close — Range —
Q4 2023
Shares 42,637 Value ($000) $4,285 Avg Close — Range —
Q3 2023
Shares 41,400 Value ($000) $3,725 Avg Close — Range —
Q2 2023
Shares 41,025 Value ($000) $3,842 Avg Close — Range —
Q1 2023
Shares 40,107 Value ($000) $3,520 Avg Close — Range —
Q4 2022
Shares 37,717 Value ($000) $3,105 Avg Close — Range —
Q3 2022
Shares 38,555 Value ($000) $2,927 Avg Close — Range —
Q2 2022
Shares 39,973 Value ($000) $3,225 Avg Close — Range —
Q1 2022
Shares 36,787 Value ($000) $3,562 Avg Close — Range —
Q4 2021
Shares 37,982 Value ($000) $4,036 Avg Close — Range —
Q3 2021
Shares 35,938 Value ($000) $3,448 Avg Close — Range —
Q2 2021
Shares 34,070 Value ($000) $3,255 Avg Close — Range —
Q1 2021
Shares 32,746 Value ($000) $2,875 Avg Close — Range —
Q4 2020
Shares 30,259 Value ($000) $2,491 Avg Close — Range —
Q3 2020
Shares 15,361 Value ($000) $2,259 Avg Close — Range —
Q2 2020
Shares 14,361 Value ($000) $1,921 Avg Close — Range —
Q1 2020
Shares 12,916 Value ($000) $1,418 Avg Close — Range —
Q4 2019
Shares 9,476 Value ($000) $1,270 Avg Close — Range —