ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

United Asset Strategies, Inc.'s Holding History (CIK: 0001539948)

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

Q4 2025
Shares 2,930 Value ($000) $355 Avg Close — Range —
Q3 2025
Shares 3,072 Value ($000) $360 Avg Close — Range —
Q2 2025
Shares 4,378 Value ($000) $474 Avg Close — Range —
Q1 2025
Shares 4,202 Value ($000) $403 Avg Close — Range —
Q4 2024
Shares 4,264 Value ($000) $439 Avg Close — Range —
Q3 2024
Shares 4,390 Value ($000) $446 Avg Close — Range —
Q2 2024
Shares 4,646 Value ($000) $453 Avg Close — Range —
Q1 2024
Shares 4,690 Value ($000) $440 Avg Close — Range —
Q4 2023
Shares 4,674 Value ($000) $394 Avg Close — Range —
Q3 2023
Shares 5,230 Value ($000) $394 Avg Close — Range —
Q2 2023
Shares 4,777 Value ($000) $370 Avg Close — Range —
Q1 2023
Shares 6,232 Value ($000) $675 Avg Close — Range —
Q4 2022
Shares 4,729 Value ($000) $314 Avg Close — Range —
Q3 2022
Shares 3,593 Value ($000) $222 Avg Close — Range —
Q2 2022
Shares 3,265 Value ($000) $217 Avg Close — Range —
Q1 2022
Shares 3,175 Value ($000) $251 Avg Close — Range —
Q4 2021
Shares 2,773 Value ($000) $234 Avg Close — Range —
Q1 2021
Shares 2,919 Value ($000) $202 Avg Close — Range —