ISHARES TR

Ticker: SUSL CUSIP: 46435U218 Class: COM

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

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

Q4 2025
Shares 20,788 Value ($000) $2,521 Avg Close Range
Q3 2025
Shares 21,802 Value ($000) $2,552 Avg Close Range
Q2 2025
Shares 22,327 Value ($000) $2,419 Avg Close Range
Q1 2025
Shares 22,215 Value ($000) $2,128 Avg Close Range
Q4 2024
Shares 20,468 Value ($000) $2,109 Avg Close Range
Q3 2024
Shares 20,991 Value ($000) $2,131 Avg Close Range
Q2 2024
Shares 21,472 Value ($000) $2,092 Avg Close Range
Q1 2024
Shares 20,976 Value ($000) $1,969 Avg Close Range
Q4 2023
Shares 23,629 Value ($000) $1,994 Avg Close Range
Q3 2023
Shares 23,878 Value ($000) $1,801 Avg Close Range
Q2 2023
Shares 27,089 Value ($000) $2,097 Avg Close Range
Q1 2023
Shares 27,327 Value ($000) $1,947 Avg Close Range
Q4 2022
Shares 22,783 Value ($000) $1,511 Avg Close Range
Q3 2022
Shares 10,360 Value ($000) $640 Avg Close Range
Q2 2022
Shares 14,992 Value ($000) $995 Avg Close Range
Q1 2022
Shares 4,428 Value ($000) $351 Avg Close Range
Q4 2021
Shares 3,694 Value ($000) $312 Avg Close Range