ISHARES TR

Ticker: IUSB CUSIP: 46434V613 Class: CORE TOTAL USD

W.G. Shaheen & Associates DBA Whitney & Co's Holding History (CIK: 0001577001)

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

Q3 2023
Shares 4,915 Value ($000) $215 Avg Close — Range —
Q2 2023
Shares 7,084 Value ($000) $322 Avg Close — Range —
Q1 2023
Shares 8,234 Value ($000) $380 Avg Close — Range —
Q4 2022
Shares 11,127 Value ($000) $500 Avg Close — Range —
Q3 2022
Shares 36,896 Value ($000) $1,642 Avg Close — Range —
Q2 2022
Shares 6,509 Value ($000) $305 Avg Close — Range —
Q1 2022
Shares 6,530 Value ($000) $324 Avg Close — Range —
Q4 2021
Shares 7,771 Value ($000) $411 Avg Close — Range —
Q3 2021
Shares 8,221 Value ($000) $438 Avg Close — Range —
Q2 2021
Shares 9,876 Value ($000) $528 Avg Close — Range —
Q1 2021
Shares 11,222 Value ($000) $592 Avg Close — Range —
Q4 2020
Shares 290,519 Value ($000) $15,796 Avg Close — Range —
Q3 2020
Shares 284,568 Value ($000) $15,475 Avg Close — Range —
Q2 2020
Shares 271,147 Value ($000) $14,731 Avg Close — Range —
Q1 2020
Shares 264,662 Value ($000) $13,895 Avg Close — Range —
Q4 2019
Shares 258,029 Value ($000) $13,446 Avg Close — Range —
Q3 2019
Shares 249,100 Value ($000) $12,989 Avg Close — Range —
Q2 2019
Shares 222,389 Value ($000) $11,493 Avg Close — Range —
Q1 2019
Shares 217,108 Value ($000) $10,979 Avg Close — Range —
Q4 2018
Shares 160,842 Value ($000) $7,979 Avg Close — Range —
Q3 2018
Shares 100,360 Value ($000) $4,860 Avg Close — Range —
Q2 2018
Shares 46,483 Value ($000) $2,294 Avg Close — Range —