News + Filings Holdings
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Circle Wealth Management, LLC
> IWB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWB | 27,133 | 68 | 6,613,479,000 | 517,584,000 | $243,743.01 |
| 03/31/2023 | iSHARES TRUST | IWB | 27,065 | 328 | 6,095,895,000 | 6,090,619,000 | $225,231.66 |
| 09/30/2022 | iSHARES TRUST | IWB | 26,737 | 25,500 | 5,276,000 | 5,019,000 | $197.33 |
| 06/30/2022 | iSHARES TRUST | IWB | 1,237 | 1,237 | 257,000 | 257,000 | $207.76 |
| 03/31/2021 | iSHARES TRUST | IWB | 0 | -1,395 | 0 | -296,000 | |
| 12/31/2020 | iSHARES TRUST | IWB | 1,395 | 195 | 296,000 | 90,000 | $212.19 |
| 06/30/2020 | iSHARES TRUST | IWB | 1,200 | 1,200 | 206,000 | 206,000 | $171.67 |
| 03/31/2020 | iSHARES TRUST | IWB | 0 | -1,200 | 0 | -214,000 | |
| 12/31/2019 | iSHARES TRUST | IWB | 1,200 | 1,200 | 214,000 | 214,000 | $178.33 |
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