News + Filings Holdings
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LIBERTY WEALTH MANAGEMENT LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 77,677 | 41,162 | 5,749,248,000 | 5,746,835,000 | $74,014.80 |
| 09/30/2022 | iSHARES TRUST | USMV | 36,515 | 13,555 | 2,413,000 | 802,000 | $66.08 |
| 06/30/2022 | iSHARES TRUST | USMV | 22,960 | 1,646 | 1,611,000 | -32,000 | $70.17 |
| 03/31/2022 | iSHARES TRUST | USMV | 21,314 | 1,641 | 1,643,000 | -112,035,000 | $77.09 |
| 12/31/2021 | iSHARES TRUST | USMV | 19,673 | 11,067 | 113,678,000 | 113,046,000 | $5,778.38 |
| 09/30/2021 | iSHARES TRUST | USMV | 8,606 | 1,025 | 632,000 | 74,000 | $73.44 |
| 06/30/2021 | iSHARES TRUST | USMV | 7,581 | -10,731 | 558,000 | -662,000 | $73.61 |
| 06/30/2021 | iSHARES TRUST | USMV | 558,044 | 539,732 | 7,581,000 | 6,361,000 | $13.58 |
| 03/31/2021 | iSHARES TRUST | USMV | 18,312 | 0 | 1,220,000 | 0 | $66.62 |
| 12/31/2020 | iSHARES TRUST | USMV | 18,312 | -9,088 | 1,220,000 | -526,000 | $66.62 |
| 09/30/2020 | iSHARES TRUST | USMV | 27,400 | 4,946 | 1,746,000 | 385,000 | $63.72 |
| 06/30/2020 | iSHARES TRUST | USMV | 22,454 | -7,666 | 1,361,000 | -277,000 | $60.61 |
| 03/31/2020 | iSHARES TRUST | USMV | 30,120 | -1,421 | 1,638,000 | -431,000 | $54.38 |
| 12/31/2019 | iSHARES TRUST | USMV | 31,541 | 11,201 | 2,069,000 | 765,000 | $65.60 |
| 09/30/2019 | iSHARES TRUST | USMV | 20,340 | 10,208 | 1,304,000 | 679,000 | $64.11 |
| 06/30/2019 | iSHARES TRUST | USMV | 10,132 | 2,158 | 625,000 | 157,000 | $61.69 |
| 03/31/2019 | iSHARES TRUST | USMV | 7,974 | 1,716 | 468,000 | 141,000 | $58.69 |
| 12/31/2018 | iSHARES TRUST | USMV | 6,258 | 6,258 | 327,000 | 327,000 | $52.25 |
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