News + Filings Holdings
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West Financial Advisors, LLC
> SUB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2023 | iSHARES TRUST | SUB | 9,504 | -112,441 | 977,582,000 | -11,709,576,000 | $102,860.06 |
| 06/30/2023 | iSHARES TRUST | SUB | 121,945 | -12,590 | 12,687,158,000 | -1,340,806,000 | $104,040.00 |
| 12/31/2022 | iSHARES TRUST | SUB | 134,535 | -11,878 | 14,027,964,000 | 14,012,933,000 | $104,270.00 |
| 09/30/2022 | iSHARES TRUST | SUB | 146,413 | -71,242 | 15,031,000 | -7,751,000 | $102.66 |
| 06/30/2022 | iSHARES TRUST | SUB | 217,655 | 31,249 | 22,782,000 | 3,284,000 | $104.67 |
| 03/31/2022 | iSHARES TRUST | SUB | 186,406 | -4,048 | 19,498,000 | -951,000 | $104.60 |
| 12/31/2021 | iSHARES TRUST | SUB | 190,454 | 84,416 | 20,449,000 | 9,042,000 | $107.37 |
| 09/30/2021 | iSHARES TRUST | SUB | 106,038 | 40,657 | 11,407,000 | 4,358,000 | $107.57 |
| 06/30/2021 | iSHARES TRUST | SUB | 98,349 | 32,968 | 10,604,000 | 3,555,000 | $107.82 |
| 03/31/2021 | iSHARES TRUST | SUB | 65,381 | 23,661 | 7,049,000 | 2,539,000 | $107.81 |
| 12/31/2020 | iSHARES TRUST | SUB | 41,720 | 41,720 | 4,510,000 | 4,510,000 | $108.10 |
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