ISHARES TR

Ticker: EAGG CUSIP: 46435U549 Class: ESG AWR US AGRGT

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

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

Q2 2025
Shares 4,829 Value ($000) $230 Avg Close — Range —
Q1 2025
Shares 4,946 Value ($000) $235 Avg Close — Range —
Q4 2024
Shares 8,320 Value ($000) $386 Avg Close — Range —
Q3 2024
Shares 8,213 Value ($000) $399 Avg Close — Range —
Q2 2024
Shares 8,133 Value ($000) $379 Avg Close — Range —
Q1 2024
Shares 13,531 Value ($000) $637 Avg Close — Range —
Q4 2023
Shares 12,763 Value ($000) $609 Avg Close — Range —
Q3 2023
Shares 14,453 Value ($000) $655 Avg Close — Range —
Q2 2023
Shares 15,111 Value ($000) $713 Avg Close — Range —
Q1 2023
Shares 13,663 Value ($000) $657 Avg Close — Range —
Q4 2022
Shares 12,157 Value ($000) $568 Avg Close — Range —
Q3 2022
Shares 12,076 Value ($000) $561 Avg Close — Range —
Q2 2022
Shares 13,626 Value ($000) $667 Avg Close — Range —
Q1 2022
Shares 12,189 Value ($000) $629 Avg Close — Range —
Q4 2021
Shares 10,495 Value ($000) $579 Avg Close — Range —