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Alera Investment Advisors, LLC
> IVE
Date | Name | Ticker | Shares | Change | Value | Change | Price |
09/30/2023 | iSHARES TRUST | IVE | 73,673 | -3,801 | 11,333,805,000 | 94,652,000 | $153,839.33 |
12/31/2022 | iSHARES TRUST | IVE | 77,474 | 249 | 11,239,153,000 | 11,229,228,000 | $145,070.00 |
09/30/2022 | iSHARES TRUST | IVE | 77,225 | 73 | 9,925,000 | -680,000 | $128.52 |
06/30/2022 | iSHARES TRUST | IVE | 77,152 | 14,943 | 10,605,000 | 918,000 | $137.46 |
03/31/2022 | iSHARES TRUST | IVE | 62,209 | 252 | 9,687,000 | -17,000 | $155.72 |
12/31/2021 | iSHARES TRUST | IVE | 61,957 | -213 | 9,704,000 | 663,000 | $156.62 |
09/30/2021 | iSHARES TRUST | IVE | 62,170 | 220 | 9,041,000 | -124,000 | $145.42 |
06/30/2021 | iSHARES TRUST | IVE | 61,950 | 370 | 9,165,000 | 467,000 | $147.94 |
03/31/2021 | iSHARES TRUST | IVE | 61,580 | -582 | 8,698,000 | 740,000 | $141.25 |
12/31/2020 | iSHARES TRUST | IVE | 62,162 | -7,093 | 7,958,000 | 170,000 | $128.02 |
09/30/2020 | iSHARES TRUST | IVE | 69,255 | -247 | 7,788,000 | 267,000 | $112.45 |
06/30/2020 | iSHARES TRUST | IVE | 69,502 | -9,056 | 7,521,000 | -51,000 | $108.21 |
03/31/2020 | iSHARES TRUST | IVE | 78,558 | -9,014 | 7,572,000 | -3,820,000 | $96.39 |
12/31/2019 | iSHARES TRUST | IVE | 87,572 | -353 | 11,392,000 | 917,000 | $130.09 |
09/30/2019 | iSHARES TRUST | IVE | 87,925 | -1,641 | 10,475,000 | 34,000 | $119.14 |
06/30/2019 | iSHARES TRUST | IVE | 89,566 | -1,575 | 10,441,000 | 166,000 | $116.57 |
03/31/2019 | iSHARES TRUST | IVE | 91,141 | -2,598 | 10,275,000 | 794,000 | $112.74 |
12/31/2018 | iSHARES TRUST | IVE | 93,739 | 93,739 | 9,481,000 | 9,481,000 | $101.14 |
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