ISHARES TR

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

Caldwell Trust Co's Holding History (CIK: 0002080218)

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

Q4 2025
Shares 800 Value ($000) $111 Avg Close Range
Q3 2025
Shares 800 Value ($000) $109 Avg Close Range
Q2 2025
Shares 800 Value ($000) $101 Avg Close Range
Q1 2025
Shares 800 Value ($000) $92 Avg Close Range
Q4 2024
Shares 800 Value ($000) $97 Avg Close Range
Q3 2024
Shares 800 Value ($000) $96 Avg Close Range
Q2 2024
Shares 800 Value ($000) $90 Avg Close Range
Q1 2024
Shares 800 Value ($000) $87 Avg Close Range
Q4 2023
Shares 800 Value ($000) $80 Avg Close Range
Q3 2023
Shares 800 Value ($000) $72 Avg Close Range
Q2 2023
Shares 900 Value ($000) $84 Avg Close Range
Q1 2023
Shares 900 Value ($000) $79 Avg Close Range
Q4 2022
Shares 900 Value ($000) $74 Avg Close Range
Q3 2022
Shares 900 Value ($000) $68 Avg Close Range
Q2 2022
Shares 1,180 Value ($000) $95 Avg Close Range
Q1 2022
Shares 1,180 Value ($000) $114 Avg Close Range
Q4 2021
Shares 1,180 Value ($000) $125 Avg Close Range
Q3 2021
Shares 1,180 Value ($000) $113 Avg Close Range
Q2 2021
Shares 1,180 Value ($000) $113 Avg Close Range
Q1 2021
Shares 1,180 Value ($000) $104 Avg Close Range
Q4 2020
Shares 1,180 Value ($000) $97 Avg Close Range
Q3 2020
Shares 590 Value ($000) $87 Avg Close Range
Q2 2020
Shares 590 Value ($000) $79 Avg Close Range
Q1 2020
Shares 670 Value ($000) $74 Avg Close Range
Q4 2019
Shares 670 Value ($000) $90 Avg Close Range