News + Filings Holdings
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Heritage Wealth Advisors
> IWS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWS | 470,367 | 13,479 | 51,665,137,000 | 3,536,530,000 | $109,840.05 |
| 12/31/2022 | iSHARES TRUST | IWS | 456,888 | -24,264 | 48,128,607,000 | 48,082,392,000 | $105,340.05 |
| 09/30/2022 | iSHARES TRUST | IWS | 481,152 | 15,858 | 46,215,000 | -1,045,000 | $96.05 |
| 06/30/2022 | iSHARES TRUST | IWS | 465,294 | 93,202 | 47,260,000 | 2,743,000 | $101.57 |
| 03/31/2022 | iSHARES TRUST | IWS | 372,092 | 150,186 | 44,517,000 | 17,360,000 | $119.64 |
| 12/31/2021 | iSHARES TRUST | IWS | 221,906 | 8,215 | 27,157,000 | 2,956,474 | $122.38 |
| 09/30/2021 | iSHARES TRUST | IWS | 213,691 | 4,423 | 24,200,526 | 138,920 | $113.25 |
| 06/30/2021 | iSHARES TRUST | IWS | 209,268 | 34,164 | 24,061,606 | 7,083,606 | $114.98 |
| 12/31/2020 | iSHARES TRUST | IWS | 175,104 | -5,511 | 16,978,000 | 2,377,044 | $96.96 |
| 09/30/2020 | iSHARES TRUST | IWS | 180,615 | -4,911 | 14,600,956 | 402,631 | $80.84 |
| 06/30/2020 | iSHARES TRUST | IWS | 4,967 | -180,722 | 14,198,000 | 2,297,164 | $2,858.47 |
| 03/31/2020 | iSHARES TRUST | IWS | 185,689 | -28,336 | 11,900,836 | -8,382,294 | $64.09 |
| 12/31/2019 | iSHARES TRUST | IWS | 214,025 | 12,951 | 20,283,130 | 2,247,130 | $94.77 |
| 09/30/2019 | iSHARES TRUST | IWS | 201,074 | 7,725 | 18,036,000 | 802,794 | $89.70 |
| 06/30/2019 | iSHARES TRUST | IWS | 193,349 | -2,007 | 17,233,206 | 264,543 | $89.13 |
| 03/31/2019 | iSHARES TRUST | IWS | 195,356 | 4,744 | 16,968,663 | 2,415,663 | $86.86 |
| 12/31/2018 | iSHARES TRUST | IWS | 190,612 | 8,837 | 14,553,000 | -1,854,000 | $76.35 |
| 09/30/2018 | iSHARES TRUST | IWS | 181,775 | 21,342 | 16,407,000 | 2,210,000 | $90.26 |
| 06/30/2018 | iSHARES TRUST | IWS | 160,433 | 9,864 | 14,197,000 | 1,180,000 | $88.49 |
| 03/31/2018 | iSHARES TRUST | IWS | 150,569 | 10,286 | 13,017,000 | 513,000 | $86.45 |
| 12/31/2017 | iSHARES TRUST | IWS | 140,283 | -1,149 | 12,504,000 | 493,000 | $89.13 |
| 09/30/2017 | iSHARES TRUST | IWS | 141,432 | 169 | 12,011,000 | 125,000 | $84.92 |
| 06/30/2017 | iSHARES TRUST | IWS | 141,263 | 1,462 | 11,886,000 | 285,000 | $84.14 |
| 03/31/2017 | iSHARES TRUST | IWS | 139,801 | 2,732 | 11,601,000 | 578,000 | $82.98 |
| 12/31/2016 | iSHARES TRUST | IWS | 137,069 | 3,510 | 11,023,000 | 771,000 | $80.42 |
| 09/30/2016 | iSHARES TRUST | IWS | 133,559 | -2,616 | 10,252,000 | 137,000 | $76.76 |
| 06/30/2016 | iSHARES TRUST | IWS | 136,175 | 136,175 | 10,115,000 | 10,115,000 | $74.28 |
| 03/31/2016 | iSHARES TRUST | IWS | 125,716 | 125,716 | 8,917,000 | 8,917,000 | $70.93 |
| 12/31/2015 | iSHARES TRUST | IWS | 122,020 | -4,886 | 8,373,000 | -141,000 | $68.62 |
| 09/30/2015 | iSHARES TRUST | IWS | 126,906 | 5,203 | 8,514,000 | -464,000 | $67.09 |
| 06/30/2015 | iSHARES TRUST | IWS | 124,642 | 159 | 9,194,000 | -177,000 | $73.76 |
| 03/31/2015 | iSHARES TRUST | IWS | 124,483 | 2,780 | 9,371,000 | 393,000 | $75.28 |
| 12/31/2014 | iSHARES TRUST | IWS | 121,703 | -100,213 | 8,978,000 | 564,000 | $73.77 |
| 09/30/2014 | iSHARES TRUST | IWS | 120,125 | 2,161 | 8,409,000 | -152,000 | $70.00 |
| 06/30/2014 | iSHARES TRUST | IWS | 117,964 | -17,488 | 8,561,000 | -344,000 | $72.57 |
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