ISHARES TR

Ticker: SUSB CUSIP: 46435G243 Class: ESG AWRE 1 5 YR

PDS Planning, Inc's Holding History (CIK: 0000838618)

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

Q4 2025
Shares 9,098 Value ($000) $230 Avg Close Range
Q3 2025
Shares 8,765 Value ($000) $222 Avg Close Range
Q2 2025
Shares 8,669 Value ($000) $218 Avg Close Range
Q1 2025
Shares 8,824 Value ($000) $221 Avg Close Range
Q4 2024
Shares 8,760 Value ($000) $216 Avg Close Range
Q3 2024
Shares 8,616 Value ($000) $217 Avg Close Range
Q2 2024
Shares 8,462 Value ($000) $207 Avg Close Range
Q1 2023
Shares 13,741 Value ($000) $331 Avg Close Range
Q4 2022
Shares 13,918 Value ($000) $331 Avg Close Range
Q3 2022
Shares 14,231 Value ($000) $334 Avg Close Range
Q2 2022
Shares 14,159 Value ($000) $341 Avg Close Range
Q1 2022
Shares 14,382 Value ($000) $354 Avg Close Range
Q4 2021
Shares 14,515 Value ($000) $372 Avg Close Range
Q3 2021
Shares 13,779 Value ($000) $358 Avg Close Range
Q2 2021
Shares 14,212 Value ($000) $370 Avg Close Range
Q1 2021
Shares 14,819 Value ($000) $385 Avg Close Range
Q4 2020
Shares 12,100 Value ($000) $317 Avg Close Range
Q3 2020
Shares 12,317 Value ($000) $322 Avg Close Range
Q2 2020
Shares 12,273 Value ($000) $319 Avg Close Range
Q1 2020
Shares 14,341 Value ($000) $357 Avg Close Range
Q4 2019
Shares 15,092 Value ($000) $384 Avg Close Range
Q3 2019
Shares 14,987 Value ($000) $381 Avg Close Range
Q2 2019
Shares 14,918 Value ($000) $378 Avg Close Range
Q1 2019
Shares 14,856 Value ($000) $372 Avg Close Range
Q4 2018
Shares 16,419 Value ($000) $401 Avg Close Range