ISHARES TR

Ticker: ISTB CUSIP: 46432F859 Class: CORE 1 5 YR USD

Omega Financial Group, LLC's Holding History (CIK: 0001767982)

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

Q4 2025
Shares 302,924 Value ($000) $14,768 Avg Close — Range —
Q3 2025
Shares 286,277 Value ($000) $13,982 Avg Close — Range —
Q2 2025
Shares 273,767 Value ($000) $13,319 Avg Close — Range —
Q1 2025
Shares 270,019 Value ($000) $13,055 Avg Close — Range —
Q4 2024
Shares 261,070 Value ($000) $12,471 Avg Close — Range —
Q3 2024
Shares 240,360 Value ($000) $11,701 Avg Close — Range —
Q2 2024
Shares 245,144 Value ($000) $11,612 Avg Close — Range —
Q1 2024
Shares 240,000 Value ($000) $11,386 Avg Close — Range —
Q4 2023
Shares 232,984 Value ($000) $11,081 Avg Close — Range —
Q3 2023
Shares 234,650 Value ($000) $10,883 Avg Close — Range —
Q2 2023
Shares 228,436 Value ($000) $10,654 Avg Close — Range —
Q1 2023
Shares 225,483 Value ($000) $10,633 Avg Close — Range —
Q4 2022
Shares 223,691 Value ($000) $10,436 Avg Close — Range —
Q3 2022
Shares 239,937 Value ($000) $11,061 Avg Close — Range —
Q2 2022
Shares 238,343 Value ($000) $11,297 Avg Close — Range —
Q1 2022
Shares 276,882 Value ($000) $13,418 Avg Close — Range —
Q4 2021
Shares 257,776 Value ($000) $13,000 Avg Close — Range —
Q3 2021
Shares 249,302 Value ($000) $12,732 Avg Close — Range —
Q2 2021
Shares 235,910 Value ($000) $12,100 Avg Close — Range —
Q1 2021
Shares 69,891 Value ($000) $3,585 Avg Close — Range —
Q4 2020
Shares 64,554 Value ($000) $3,334 Avg Close — Range —
Q3 2020
Shares 62,509 Value ($000) $3,222 Avg Close — Range —