ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

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

Q4 2025
Shares 1,435 Value ($000) $214 Avg Close — Range —
Q3 2025
Shares 49,069 Value ($000) $7,145 Avg Close — Range —
Q2 2025
Shares 49,640 Value ($000) $6,716 Avg Close — Range —
Q1 2025
Shares 50,322 Value ($000) $6,135 Avg Close — Range —
Q4 2024
Shares 50,689 Value ($000) $6,530 Avg Close — Range —
Q3 2024
Shares 47,465 Value ($000) $5,989 Avg Close — Range —
Q2 2024
Shares 44,630 Value ($000) $5,325 Avg Close — Range —
Q1 2024
Shares 43,770 Value ($000) $5,032 Avg Close — Range —
Q4 2023
Shares 44,500 Value ($000) $4,669 Avg Close — Range —
Q3 2023
Shares 45,180 Value ($000) $4,243 Avg Close — Range —
Q2 2023
Shares 42,927 Value ($000) $4,184 Avg Close — Range —
Q1 2023
Shares 39,770 Value ($000) $3,597 Avg Close — Range —
Q4 2022
Shares 38,636 Value ($000) $3,274 Avg Close — Range —
Q3 2022
Shares 42,099 Value ($000) $3,343 Avg Close — Range —
Q2 2022
Shares 40,512 Value ($000) $3,399 Avg Close — Range —
Q1 2022
Shares 40,244 Value ($000) $4,079 Avg Close — Range —
Q4 2021
Shares 39,762 Value ($000) $4,290 Avg Close — Range —
Q3 2021
Shares 34,550 Value ($000) $3,402 Avg Close — Range —
Q2 2021
Shares 31,098 Value ($000) $3,062 Avg Close — Range —
Q1 2021
Shares 30,813 Value ($000) $2,800 Avg Close — Range —
Q4 2020
Shares 27,627 Value ($000) $2,377 Avg Close — Range —
Q3 2020
Shares 20,599 Value ($000) $1,570 Avg Close — Range —
Q2 2020
Shares 10,841 Value ($000) $759 Avg Close — Range —
Q1 2020
Shares 4,227 Value ($000) $243 Avg Close — Range —
Q4 2019
Shares 3,118 Value ($000) $222 Avg Close — Range —