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WADE G W & INC
> USMV
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | USMV | 1,034,617 | -63,201 | 76,903,000 | -2,952,000 | $74.33 |
03/31/2023 | iSHARES TRUST | USMV | 1,097,818 | 200,006 | 79,855,000 | 20,510,000 | $72.74 |
09/30/2022 | iSHARES TRUST | USMV | 897,812 | -7,145 | 59,345,000 | -4,192,000 | $66.10 |
06/30/2022 | iSHARES TRUST | USMV | 904,957 | -9,309 | 63,537,000 | -7,383,000 | $70.21 |
03/31/2022 | iSHARES TRUST | USMV | 914,266 | -40,052 | 70,920,000 | -6,284,000 | $77.57 |
12/31/2021 | iSHARES TRUST | USMV | 954,318 | -24,458 | 77,204,000 | 5,264,000 | $80.90 |
09/30/2021 | iSHARES TRUST | USMV | 978,776 | -84,953 | 71,940,000 | -6,361,000 | $73.50 |
06/30/2021 | iSHARES TRUST | USMV | 1,063,729 | -54,409 | 78,301,000 | 937,000 | $73.61 |
03/31/2021 | iSHARES TRUST | USMV | 1,118,138 | -41,307 | 77,364,000 | -1,339,000 | $69.19 |
12/31/2020 | iSHARES TRUST | USMV | 1,159,445 | -29,768 | 78,703,000 | 2,914,000 | $67.88 |
09/30/2020 | iSHARES TRUST | USMV | 1,189,213 | -19,806 | 75,789,000 | 2,486,000 | $63.73 |
06/30/2020 | iSHARES TRUST | USMV | 1,209,019 | 10,419 | 73,303,000 | 8,567,000 | $60.63 |
03/31/2020 | iSHARES TRUST | USMV | 1,198,600 | 294,582 | 64,736,000 | 5,432,000 | $54.01 |
12/31/2019 | iSHARES TRUST | USMV | 904,018 | 133,047 | 59,304,000 | 9,885,000 | $65.60 |
09/30/2019 | iSHARES TRUST | USMV | 770,971 | 119,918 | 49,419,000 | 9,230,000 | $64.10 |
06/30/2019 | iSHARES TRUST | USMV | 651,053 | 58,468 | 40,189,000 | 5,345,000 | $61.73 |
03/31/2019 | iSHARES TRUST | USMV | 592,585 | 115,163 | 34,844,000 | 9,827,000 | $58.80 |
12/31/2018 | iSHARES TRUST | USMV | 477,422 | 240,630 | 25,017,000 | 11,510,000 | $52.40 |
09/30/2018 | iSHARES TRUST | USMV | 236,792 | 25,627 | 13,507,000 | 2,281,000 | $57.04 |
06/30/2018 | iSHARES TRUST | USMV | 211,165 | 44,039 | 11,226,000 | 2,547,000 | $53.16 |
03/31/2018 | iSHARES TRUST | USMV | 167,126 | 131,276 | 8,679,000 | 6,787,000 | $51.93 |
12/31/2017 | iSHARES TRUST | USMV | 35,850 | 35,850 | 1,892,000 | 1,892,000 | $52.78 |
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