ISHARES TR

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

Tradition Wealth Management, LLC's Holding History (CIK: 0001843010)

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

Q4 2025
Shares 3,167 Value ($000) $441 Avg Close Range
Q3 2025
Shares 3,163 Value ($000) $429 Avg Close Range
Q2 2025
Shares 3,162 Value ($000) $401 Avg Close Range
Q1 2025
Shares 3,188 Value ($000) $366 Avg Close Range
Q4 2024
Shares 2,861 Value ($000) $348 Avg Close Range
Q3 2024
Shares 3,315 Value ($000) $399 Avg Close Range
Q2 2024
Shares 3,345 Value ($000) $376 Avg Close Range
Q1 2024
Shares 3,593 Value ($000) $392 Avg Close Range
Q4 2023
Shares 3,873 Value ($000) $0 Avg Close Range
Q3 2023
Shares 3,852 Value ($000) $0 Avg Close Range
Q2 2023
Shares 3,833 Value ($000) $0 Avg Close Range
Q1 2023
Shares 4,986 Value ($000) $0 Avg Close Range
Q4 2022
Shares 4,667 Value ($000) $0 Avg Close Range
Q3 2022
Shares 4,413 Value ($000) $335 Avg Close Range
Q2 2022
Shares 4,310 Value ($000) $348 Avg Close Range
Q1 2022
Shares 4,178 Value ($000) $405 Avg Close Range
Q4 2021
Shares 3,495 Value ($000) $371 Avg Close Range
Q3 2021
Shares 723 Value ($000) $69 Avg Close Range
Q2 2021
Shares 586 Value ($000) $56 Avg Close Range
Q1 2021
Shares 132 Value ($000) $12 Avg Close Range
Q4 2020
Shares 132 Value ($000) $11 Avg Close Range