News + Filings Holdings
|
LIBERTY WEALTH MANAGEMENT LLC
> EFG
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | EFG | 81,484 | -38,401 | 7,774,362,000 | 7,765,673,000 | $95,409.68 |
| 09/30/2022 | iSHARES TRUST | EFG | 119,885 | 32,841 | 8,689,000 | 1,685,000 | $72.48 |
| 06/30/2022 | iSHARES TRUST | EFG | 87,044 | 8,774 | 7,004,000 | -516,000 | $80.47 |
| 03/31/2022 | iSHARES TRUST | EFG | 78,270 | -36,293 | 7,520,000 | -5,066,000 | $96.08 |
| 12/31/2021 | iSHARES TRUST | EFG | 114,563 | 11,618 | 12,586,000 | 1,625,000 | $109.86 |
| 09/30/2021 | iSHARES TRUST | EFG | 102,945 | 31,255 | 10,961,000 | 3,272,000 | $106.47 |
| 06/30/2021 | iSHARES TRUST | EFG | 7,689,414 | 7,618,375 | 71,690,000 | 64,501,000 | $9.32 |
| 06/30/2021 | iSHARES TRUST | EFG | 71,690 | 651 | 7,689,000 | 500,000 | $107.25 |
| 03/31/2021 | iSHARES TRUST | EFG | 71,039 | 0 | 7,189,000 | 0 | $101.20 |
| 12/31/2020 | iSHARES TRUST | EFG | 71,039 | 232 | 7,189,000 | 825,000 | $101.20 |
| 09/30/2020 | iSHARES TRUST | EFG | 70,807 | 11,066 | 6,364,000 | 1,399,000 | $89.88 |
| 06/30/2020 | iSHARES TRUST | EFG | 59,741 | 59,741 | 4,965,000 | 4,965,000 | $83.11 |
| << Prev Next >> |
|