News + Filings Holdings
|
Circle Wealth Management, LLC
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 27,915 | 7 | 5,227,590,000 | 248,748,000 | $187,268.14 |
| 03/31/2023 | iSHARES TRUST | IWM | 27,908 | 2,398 | 4,978,842,000 | 4,974,635,000 | $178,401.96 |
| 09/30/2022 | iSHARES TRUST | IWM | 25,510 | 0 | 4,207,000 | -113,000 | $164.92 |
| 06/30/2022 | iSHARES TRUST | IWM | 25,510 | 6 | 4,320,000 | -915,000 | $169.35 |
| 03/31/2022 | iSHARES TRUST | IWM | 25,504 | 239 | 5,235,000 | -385,000 | $205.26 |
| 12/31/2021 | iSHARES TRUST | IWM | 25,265 | 2,200 | 5,620,000 | 574,000 | $222.44 |
| 09/30/2021 | iSHARES TRUST | IWM | 23,065 | 0 | 5,046,000 | -244,000 | $218.77 |
| 06/30/2021 | iSHARES TRUST | IWM | 23,065 | -48 | 5,290,000 | 183,000 | $229.35 |
| 03/31/2021 | iSHARES TRUST | IWM | 23,113 | 0 | 5,107,000 | 575,000 | $220.96 |
| 12/31/2020 | iSHARES TRUST | IWM | 23,113 | 143 | 4,532,000 | 1,243,000 | $196.08 |
| 06/30/2020 | iSHARES TRUST | IWM | 22,970 | -9,639 | 3,289,000 | -443,000 | $143.19 |
| 03/31/2020 | iSHARES TRUST | IWM | 32,609 | 0 | 3,732,000 | -1,670,000 | $114.45 |
| 12/31/2019 | iSHARES TRUST | IWM | 32,609 | 168 | 5,402,000 | 492,000 | $165.66 |
| 09/30/2019 | iSHARES TRUST | IWM | 32,441 | -2,864 | 4,910,000 | -580,000 | $151.35 |
| 06/30/2019 | iSHARES TRUST | IWM | 35,305 | 9,193 | 5,490,000 | 1,492,000 | $155.50 |
| 03/31/2019 | iSHARES TRUST | IWM | 26,112 | -52 | 3,998,000 | 495,000 | $153.11 |
| 12/31/2018 | iSHARES TRUST | IWM | 26,164 | 19,302 | 3,503,000 | 2,346,000 | $133.89 |
| 09/30/2018 | iSHARES TRUST | IWM | 6,862 | 3,901 | 1,157,000 | 672,000 | $168.61 |
| 06/30/2018 | iSHARES TRUST | IWM | 2,961 | 0 | 485,000 | 35,000 | $163.80 |
| 03/31/2018 | iSHARES TRUST | IWM | 2,961 | 137 | 450,000 | 19,000 | $151.98 |
| 12/31/2017 | iSHARES TRUST | IWM | 2,824 | 17 | 431,000 | 15,000 | $152.62 |
| 09/30/2017 | iSHARES TRUST | IWM | 2,807 | 12 | 416,000 | 22,000 | $148.20 |
| 06/30/2017 | iSHARES TRUST | IWM | 2,795 | 2,795 | 394,000 | 394,000 | $140.97 |
| << Prev Next >> |
|