News + Filings Holdings
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Summit Financial Wealth Advisors, LLC
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVW | 7,718 | -434 | 543,965,000 | 543,440,000 | $70,480.05 |
| 06/30/2022 | iSHARES TRUST | IVW | 8,152 | 8,152 | 525,000 | 525,000 | $64.40 |
| 03/31/2022 | iSHARES TRUST | IVW | 0 | -8,152 | 0 | -681,000 | |
| 12/31/2021 | iSHARES TRUST | IVW | 8,152 | 8,152 | 681,000 | 681,000 | $83.54 |
| 09/30/2021 | iSHARES TRUST | IVW | 0 | -8,152 | 0 | -520,000 | |
| 03/31/2021 | iSHARES TRUST | IVW | 8,152 | 8,152 | 520,000 | 520,000 | $63.79 |
| 12/31/2020 | iSHARES TRUST | IVW | 0 | -8,152 | 0 | -460,000 | |
| 09/30/2020 | iSHARES TRUST | IVW | 8,152 | 6,114 | 460,000 | 21,000 | $56.43 |
| 06/30/2020 | iSHARES TRUST | IVW | 2,038 | 2,038 | 439,000 | 439,000 | $215.41 |
| 09/30/2017 | iSHARES TRUST | IVW | 0 | -1,972 | 0 | -270,000 | |
| 06/30/2017 | iSHARES TRUST | IVW | 1,972 | 0 | 270,000 | 11,000 | $136.92 |
| 03/31/2017 | iSHARES TRUST | IVW | 1,972 | 0 | 259,000 | 19,000 | $131.34 |
| 12/31/2016 | iSHARES TRUST | IVW | 1,972 | 0 | 240,000 | 0 | $121.70 |
| 09/30/2016 | iSHARES TRUST | IVW | 1,972 | 1,972 | 240,000 | 240,000 | $121.70 |
| 06/30/2016 | iSHARES TRUST | IVW | 1,972 | 0 | 230,000 | 1,000 | $116.63 |
| 03/31/2016 | iSHARES TRUST | IVW | 1,972 | 0 | 229,000 | 1,000 | $116.13 |
| 12/31/2015 | iSHARES TRUST | IVW | 1,972 | 1,972 | 228,000 | 228,000 | $115.62 |
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