ISHARES TR

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

HB Wealth Management, LLC's Holding History (CIK: 0001911253)

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

Q4 2025
Shares 20,207 Value ($000) $2,816 Avg Close — Range —
Q3 2025
Shares 20,084 Value ($000) $2,725 Avg Close — Range —
Q2 2025
Shares 22,374 Value ($000) $2,836 Avg Close — Range —
Q1 2025
Shares 22,319 Value ($000) $2,564 Avg Close — Range —
Q4 2024
Shares 15,641 Value ($000) $1,902 Avg Close — Range —
Q3 2024
Shares 15,640 Value ($000) $1,883 Avg Close — Range —
Q2 2024
Shares 15,640 Value ($000) $1,757 Avg Close — Range —
Q1 2024
Shares 15,244 Value ($000) $1,664 Avg Close — Range —
Q4 2023
Shares 15,043 Value ($000) $1,512 Avg Close — Range —
Q3 2023
Shares 16,464 Value ($000) $1,481 Avg Close — Range —
Q2 2023
Shares 16,323 Value ($000) $1,529 Avg Close — Range —
Q1 2023
Shares 16,497 Value ($000) $1,448 Avg Close — Range —
Q4 2022
Shares 16,559 Value ($000) $1,363 Avg Close — Range —
Q3 2022
Shares 16,671 Value ($000) $1,266 Avg Close — Range —
Q2 2022
Shares 16,369 Value ($000) $1,321 Avg Close — Range —
Q1 2022
Shares 19,732 Value ($000) $1,911 Avg Close — Range —
Q4 2021
Shares 19,534 Value ($000) $2,075 Avg Close — Range —