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BRANDYWINE OAK PRIVATE WEALTH LLC
> USMV
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | USMV | 46,657 | -6,653 | 3,468,044,000 | 3,464,521,000 | $74,330.63 |
09/30/2022 | iSHARES TRUST | USMV | 53,310 | -13,241 | 3,523,000 | -1,149,000 | $66.09 |
06/30/2022 | iSHARES TRUST | USMV | 66,551 | 484 | 4,672,000 | -452,000 | $70.20 |
03/31/2022 | iSHARES TRUST | USMV | 66,067 | 6,043 | 5,124,000 | 261,000 | $77.56 |
12/31/2021 | iSHARES TRUST | USMV | 60,024 | 140 | 4,863,000 | 462,000 | $81.02 |
09/30/2021 | iSHARES TRUST | USMV | 59,884 | 3,814 | 4,401,000 | 522,000 | $73.49 |
03/31/2021 | iSHARES TRUST | USMV | 56,070 | 1,442 | 3,879,000 | 171,000 | $69.18 |
12/31/2020 | iSHARES TRUST | USMV | 54,628 | -454 | 3,708,000 | 198,000 | $67.88 |
09/30/2020 | iSHARES TRUST | USMV | 55,082 | 539 | 3,510,000 | 179,000 | $63.72 |
06/30/2020 | iSHARES TRUST | USMV | 54,543 | 1,688 | 3,331,000 | 477,000 | $61.07 |
03/31/2020 | iSHARES TRUST | USMV | 52,855 | 629 | 2,854,000 | -572,000 | $54.00 |
12/31/2019 | iSHARES TRUST | USMV | 52,226 | 251 | 3,426,000 | 95,000 | $65.60 |
09/30/2019 | iSHARES TRUST | USMV | 51,975 | 1,136 | 3,331,000 | 190,000 | $64.09 |
06/30/2019 | iSHARES TRUST | USMV | 50,839 | 552 | 3,141,000 | 185,000 | $61.78 |
03/31/2019 | iSHARES TRUST | USMV | 50,287 | 50,287 | 2,956,000 | 2,956,000 | $58.78 |
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