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Altium Wealth Management LLC
> ISI
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2022 | iSHARES TRUST | ISI | 45,326 | -1,429 | 3,797,000 | -922,000 | $83.77 |
03/31/2022 | iSHARES TRUST | ISI | 46,755 | 5,602 | 4,719,000 | 316,000 | $100.93 |
12/31/2021 | iSHARES TRUST | ISI | 41,153 | -1,157 | 4,403,000 | 241,000 | $106.99 |
09/30/2021 | iSHARES TRUST | ISI | 42,310 | -103 | 4,162,000 | -27,000 | $98.37 |
06/30/2021 | iSHARES TRUST | ISI | 42,413 | -1,500 | 4,189,000 | 167,000 | $98.77 |
03/31/2021 | iSHARES TRUST | ISI | 43,913 | -2,143 | 4,022,000 | 51,000 | $91.59 |
12/31/2020 | iSHARES TRUST | ISI | 46,056 | 2,014 | 3,971,000 | 646,000 | $86.22 |
09/30/2020 | iSHARES TRUST | ISI | 44,042 | 1,165 | 3,325,000 | 348,000 | $75.50 |
06/30/2020 | iSHARES TRUST | ISI | 42,877 | -361 | 2,977,000 | 503,000 | $69.43 |
03/31/2020 | iSHARES TRUST | ISI | 43,238 | 22 | 2,474,000 | -424,000 | $57.22 |
09/30/2019 | iSHARES TRUST | ISI | 43,216 | 11,805 | 2,898,000 | 805,000 | $67.06 |
06/30/2019 | iSHARES TRUST | ISI | 31,411 | 8,030 | 2,093,000 | 587,000 | $66.63 |
03/31/2019 | iSHARES TRUST | ISI | 23,381 | 6,282 | 1,506,000 | 535,000 | $64.41 |
12/31/2018 | iSHARES TRUST | ISI | 17,099 | 3,207 | 971,000 | 45,000 | $56.79 |
09/30/2018 | iSHARES TRUST | ISI | 13,892 | 3,285 | 926,000 | 263,000 | $66.66 |
06/30/2018 | iSHARES TRUST | ISI | 10,607 | 481 | 663,000 | 51,000 | $62.51 |
03/31/2018 | iSHARES TRUST | ISI | 10,126 | 1,669 | 612,000 | 95,000 | $60.44 |
12/31/2017 | iSHARES TRUST | ISI | 8,457 | 8,457 | 517,000 | 517,000 | $61.13 |
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