News + Filings Holdings
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Waldron Private Wealth LLC
> IWN
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IWN | 145,184 | -28,829 | 20,441,000 | -3,402,000 | $140.79 |
03/31/2023 | iSHARES TRUST | IWN | 174,013 | 15,955 | 23,843,000 | 3,463,000 | $137.02 |
12/31/2022 | iSHARES TRUST | IWN | 158,058 | 0 | 20,380,000 | 0 | $128.94 |
09/30/2022 | iSHARES TRUST | IWN | 158,058 | 750 | 20,380,000 | -1,037,000 | $128.94 |
06/30/2022 | iSHARES TRUST | IWN | 157,308 | -9,801 | 21,417,000 | -5,554,000 | $136.15 |
03/31/2022 | iSHARES TRUST | IWN | 167,109 | -675 | 26,971,000 | -889,000 | $161.40 |
12/31/2021 | iSHARES TRUST | IWN | 167,784 | -11,209 | 27,860,000 | -822,000 | $166.05 |
09/30/2021 | iSHARES TRUST | IWN | 178,993 | -7,041 | 28,682,000 | -2,156,000 | $160.24 |
06/30/2021 | iSHARES TRUST | IWN | 186,034 | -2,618 | 30,838,000 | 752,000 | $165.77 |
03/31/2021 | iSHARES TRUST | IWN | 188,652 | -13,994 | 30,086,000 | 3,388,000 | $159.48 |
12/31/2020 | iSHARES TRUST | IWN | 202,646 | -11,174 | 26,698,000 | 5,460,000 | $131.75 |
09/30/2020 | iSHARES TRUST | IWN | 213,820 | 7,014 | 21,238,000 | 1,083,000 | $99.33 |
06/30/2020 | iSHARES TRUST | IWN | 206,806 | 33,336 | 20,155,000 | 5,926,000 | $97.46 |
03/31/2020 | iSHARES TRUST | IWN | 173,470 | 26,757 | 14,229,000 | -4,635,000 | $82.03 |
12/31/2019 | iSHARES TRUST | IWN | 146,713 | 4,658 | 18,864,000 | 1,902,000 | $128.58 |
09/30/2019 | iSHARES TRUST | IWN | 142,055 | -34,836 | 16,962,000 | -4,353,000 | $119.40 |
06/30/2019 | iSHARES TRUST | IWN | 176,891 | 2,628 | 21,315,000 | 421,000 | $120.50 |
03/31/2019 | iSHARES TRUST | IWN | 174,263 | 39,594 | 20,894,000 | 6,412,000 | $119.90 |
12/31/2018 | iSHARES TRUST | IWN | 134,669 | 69,059 | 14,482,000 | 5,756,000 | $107.54 |
09/30/2018 | iSHARES TRUST | IWN | 65,610 | 6,346 | 8,726,000 | 908,000 | $133.00 |
06/30/2018 | iSHARES TRUST | IWN | 59,264 | 2,082 | 7,818,000 | 849,000 | $131.92 |
03/31/2018 | iSHARES TRUST | IWN | 57,182 | 1,150 | 6,969,000 | -77,000 | $121.87 |
12/31/2017 | iSHARES TRUST | IWN | 56,032 | 464 | 7,046,000 | 149,000 | $125.75 |
09/30/2017 | iSHARES TRUST | IWN | 55,568 | 0 | 6,897,000 | 292,000 | $124.12 |
06/30/2017 | iSHARES TRUST | IWN | 55,568 | 2,767 | 6,605,000 | 6,598,861 | $118.86 |
03/31/2017 | iSHARES TRUST | IWN | 52,801 | 52,801 | 6,139 | 6,139 | $0.12 |
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