ISHARES TR

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

Walkner Condon Financial Advisors LLC's Holding History (CIK: 0001817494)

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

Q4 2025
Shares 5,399 Value ($000) $752 Avg Close Range
Q3 2025
Shares 5,398 Value ($000) $732 Avg Close Range
Q2 2025
Shares 5,397 Value ($000) $684 Avg Close Range
Q1 2025
Shares 5,349 Value ($000) $614 Avg Close Range
Q4 2024
Shares 5,349 Value ($000) $650 Avg Close Range
Q3 2024
Shares 5,356 Value ($000) $645 Avg Close Range
Q2 2024
Shares 5,368 Value ($000) $603 Avg Close Range
Q1 2024
Shares 5,389 Value ($000) $588 Avg Close Range
Q4 2023
Shares 5,421 Value ($000) $545 Avg Close Range
Q3 2023
Shares 5,421 Value ($000) $488 Avg Close Range
Q2 2023
Shares 5,457 Value ($000) $511 Avg Close Range
Q1 2023
Shares 5,457 Value ($000) $479 Avg Close Range
Q4 2022
Shares 5,434 Value ($000) $447 Avg Close Range
Q3 2022
Shares 5,434 Value ($000) $412 Avg Close Range
Q2 2022
Shares 5,434 Value ($000) $438 Avg Close Range
Q1 2022
Shares 5,484 Value ($000) $531,000 Avg Close Range
Q2 2021
Shares 5,522 Value ($000) $528 Avg Close Range
Q1 2021
Shares 5,562 Value ($000) $488 Avg Close Range
Q4 2020
Shares 5,562 Value ($000) $458 Avg Close Range
Q3 2020
Shares 2,781 Value ($000) $409 Avg Close Range
Q2 2020
Shares 2,810 Value ($000) $376 Avg Close Range
Q1 2020
Shares 2,810 Value ($000) $308 Avg Close Range
Q4 2019
Shares 2,810 Value ($000) $377 Avg Close Range