News + Filings Holdings
|
9258 Wealth Management, LLC
> IWP
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWP | 34,816 | 31,278 | 3,364,270,000 | 3,042,135,000 | $96,630.00 |
| 03/31/2023 | iSHARES TRUST | IWP | 3,538 | 0 | 322,135,000 | 26,358,000 | $91,050.03 |
| 12/31/2022 | iSHARES TRUST | IWP | 3,538 | -330 | 295,777,000 | 295,474,000 | $83,600.06 |
| 09/30/2022 | iSHARES TRUST | IWP | 3,868 | -65 | 303,000 | -9,000 | $78.34 |
| 06/30/2022 | iSHARES TRUST | IWP | 3,933 | -124 | 312,000 | -96,000 | $79.33 |
| 03/31/2022 | iSHARES TRUST | IWP | 4,057 | -13 | 408,000 | -61,000 | $100.57 |
| 12/31/2021 | iSHARES TRUST | IWP | 4,070 | 122 | 469,000 | 27,000 | $115.23 |
| 09/30/2021 | iSHARES TRUST | IWP | 3,948 | -11 | 442,000 | -6,000 | $111.96 |
| 06/30/2021 | iSHARES TRUST | IWP | 3,959 | 17 | 448,000 | 46,000 | $113.16 |
| 03/31/2021 | iSHARES TRUST | IWP | 3,942 | 0 | 402,000 | -3,000 | $101.98 |
| 12/31/2020 | iSHARES TRUST | IWP | 3,942 | 2,536 | 405,000 | 162,000 | $102.74 |
| 09/30/2020 | iSHARES TRUST | IWP | 1,406 | 0 | 243,000 | 21,000 | $172.83 |
| 06/30/2020 | iSHARES TRUST | IWP | 1,406 | 1,406 | 222,000 | 222,000 | $157.89 |
| 03/31/2020 | iSHARES TRUST | IWP | 0 | -1,374 | 0 | -210,000 | |
| 12/31/2019 | iSHARES TRUST | IWP | 1,374 | 1,374 | 210,000 | 210,000 | $152.84 |
| << Prev Next >> |
|