News + Filings Holdings
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O'Brien Wealth Partners LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 10,190 | 0 | 757,423,000 | 16,202,000 | $74,330.03 |
| 03/31/2023 | iSHARES TRUST | USMV | 10,190 | -824 | 741,221,000 | 740,493,000 | $72,740.04 |
| 09/30/2022 | iSHARES TRUST | USMV | 11,014 | 0 | 728,000 | -45,000 | $66.10 |
| 06/30/2022 | iSHARES TRUST | USMV | 11,014 | 0 | 773,000 | -12,000 | $70.18 |
| 03/31/2022 | iSHARES TRUST | USMV | 11,014 | 0 | 785,000 | -51,000 | $71.27 |
| 12/31/2021 | iSHARES TRUST | USMV | 11,014 | 0 | 836,000 | 24,000 | $75.90 |
| 09/30/2021 | iSHARES TRUST | USMV | 11,014 | -6,951 | 812,000 | -416,000 | $73.72 |
| 06/30/2021 | iSHARES TRUST | USMV | 13,102 | -4,863 | 982,000 | -246,000 | $74.95 |
| 12/31/2020 | iSHARES TRUST | USMV | 17,965 | 22 | 1,228,000 | 56,000 | $68.36 |
| 09/30/2020 | iSHARES TRUST | USMV | 17,943 | -833 | 1,172,000 | 32,000 | $65.32 |
| 06/30/2020 | iSHARES TRUST | USMV | 18,776 | 24 | 1,140,000 | 144,000 | $60.72 |
| 03/31/2020 | iSHARES TRUST | USMV | 18,752 | 29 | 996,000 | -235,000 | $53.11 |
| 12/31/2019 | iSHARES TRUST | USMV | 18,723 | 49 | 1,231,000 | 34,000 | $65.75 |
| 09/30/2019 | iSHARES TRUST | USMV | 18,674 | 0 | 1,197,000 | 21,000 | $64.10 |
| 06/30/2019 | iSHARES TRUST | USMV | 18,674 | 1,585 | 1,176,000 | 171,000 | $62.98 |
| 03/31/2019 | iSHARES TRUST | USMV | 17,089 | 25 | 1,005,000 | 93,000 | $58.81 |
| 12/31/2018 | iSHARES TRUST | USMV | 17,064 | 10,854 | 912,000 | 558,000 | $53.45 |
| 09/30/2018 | iSHARES TRUST | USMV | 6,210 | 258 | 354,000 | 38,000 | $57.00 |
| 06/30/2018 | iSHARES TRUST | USMV | 5,952 | 0 | 316,000 | 7,000 | $53.09 |
| 03/31/2018 | iSHARES TRUST | USMV | 5,952 | 27 | 309,000 | -4,000 | $51.92 |
| 12/31/2017 | iSHARES TRUST | USMV | 5,925 | 52 | 313,000 | 17,000 | $52.83 |
| 09/30/2017 | iSHARES TRUST | USMV | 5,873 | 31 | 296,000 | 10,000 | $50.40 |
| 06/30/2017 | iSHARES TRUST | USMV | 5,842 | 0 | 286,000 | 7,000 | $48.96 |
| 03/31/2017 | iSHARES TRUST | USMV | 5,842 | -130,455 | 279,000 | -5,884,000 | $47.76 |
| 12/31/2016 | iSHARES TRUST | USMV | 136,297 | -3,786 | 6,163,000 | -201,000 | $45.22 |
| 09/30/2016 | iSHARES TRUST | USMV | 140,083 | 140,083 | 6,364,000 | 6,364,000 | $45.43 |
| 06/30/2016 | iSHARES TRUST | USMV | 102,768 | 102,768 | 4,749,000 | 4,749,000 | $46.21 |
| 03/31/2016 | iSHARES TRUST | USMV | 43,536 | 43,536 | 1,913,000 | 1,913,000 | $43.94 |
| 12/31/2015 | iSHARES TRUST | USMV | 48,250 | 48,250 | 2,018,000 | 2,018,000 | $41.82 |
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