ISHARES TR

Ticker: EUSB CUSIP: 46436E619 Class: ESG ADV TTL USD

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

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

Q3 2025
Shares 46,383 Value ($000) $2,037 Avg Close — Range —
Q2 2025
Shares 46,163 Value ($000) $2,010 Avg Close — Range —
Q4 2024
Shares 4,819 Value ($000) $205 Avg Close — Range —
Q3 2024
Shares 5,022 Value ($000) $222 Avg Close — Range —
Q2 2024
Shares 4,882 Value ($000) $208 Avg Close — Range —
Q1 2024
Shares 4,792 Value ($000) $205 Avg Close — Range —
Q4 2023
Shares 5,138 Value ($000) $222 Avg Close — Range —
Q3 2023
Shares 5,733 Value ($000) $234 Avg Close — Range —
Q2 2023
Shares 6,018 Value ($000) $256 Avg Close — Range —
Q1 2023
Shares 6,728 Value ($000) $291 Avg Close — Range —
Q4 2022
Shares 6,738 Value ($000) $284 Avg Close — Range —
Q3 2022
Shares 6,738 Value ($000) $282 Avg Close — Range —
Q2 2022
Shares 6,918 Value ($000) $304 Avg Close — Range —
Q1 2022
Shares 7,047 Value ($000) $327 Avg Close — Range —
Q4 2021
Shares 6,893 Value ($000) $341 Avg Close — Range —
Q3 2021
Shares 4,883 Value ($000) $242 Avg Close — Range —