News + Filings Holdings
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PHILLIPS FINANCIAL MANAGEMENT, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 220,606 | 1,988 | 98,326,448,000 | 8,457,005,000 | $445,710.67 |
| 03/31/2023 | iSHARES TRUST | IVV | 218,618 | 4,044 | 89,869,443,000 | 7,428,137,000 | $411,079.80 |
| 12/31/2022 | iSHARES TRUST | IVV | 214,574 | 6,936 | 82,441,306,000 | 82,366,837,000 | $384,209.21 |
| 09/30/2022 | iSHARES TRUST | IVV | 207,638 | -5,409 | 74,469,000 | -6,308,000 | $358.65 |
| 06/30/2022 | iSHARES TRUST | IVV | 213,047 | -1,408 | 80,777,000 | -16,545,000 | $379.15 |
| 03/31/2022 | iSHARES TRUST | IVV | 214,455 | 9,022 | 97,322,000 | -668,000 | $453.81 |
| 12/31/2021 | iSHARES TRUST | IVV | 205,433 | 2,260 | 97,990,000 | 10,459,000 | $476.99 |
| 09/30/2021 | iSHARES TRUST | IVV | 203,173 | 9,428 | 87,531,000 | 4,236,000 | $430.82 |
| 06/30/2021 | iSHARES TRUST | IVV | 193,745 | 11,841 | 83,295,000 | 15,010,000 | $429.92 |
| 12/31/2020 | iSHARES TRUST | IVV | 181,904 | -1,178 | 68,285,000 | 6,759,000 | $375.39 |
| 09/30/2020 | iSHARES TRUST | IVV | 183,082 | -1,384 | 61,526,000 | 4,399,000 | $336.06 |
| 06/30/2020 | iSHARES TRUST | IVV | 184,466 | -1,060 | 57,127,000 | 11,339,000 | $309.69 |
| 03/31/2020 | iSHARES TRUST | IVV | 185,526 | -3,422 | 45,788,000 | -15,288,000 | $246.80 |
| 12/31/2019 | iSHARES TRUST | IVV | 188,948 | 4,037 | 61,076,000 | 5,876,000 | $323.24 |
| 09/30/2019 | iSHARES TRUST | IVV | 184,911 | 5,079 | 55,200,000 | 1,738,000 | $298.52 |
| 06/30/2019 | iSHARES TRUST | IVV | 179,832 | 5,448 | 53,462,000 | 3,266,000 | $297.29 |
| 03/31/2019 | iSHARES TRUST | IVV | 174,384 | 7,964 | 50,196,000 | 8,323,000 | $287.85 |
| 12/31/2018 | iSHARES TRUST | IVV | 166,420 | 7,218 | 41,873,000 | -4,912,000 | $251.61 |
| 09/30/2018 | iSHARES TRUST | IVV | 159,202 | 773 | 46,785,000 | 3,405,000 | $293.87 |
| 06/30/2018 | iSHARES TRUST | IVV | 158,429 | 1,769 | 43,380,000 | 2,397,000 | $273.81 |
| 03/31/2018 | iSHARES TRUST | IVV | 156,660 | 671 | 40,983,000 | -1,962,000 | $261.60 |
| 12/31/2017 | iSHARES TRUST | IVV | 155,989 | -1,229 | 42,945,000 | 3,180,000 | $275.31 |
| 09/30/2017 | iSHARES TRUST | IVV | 157,218 | 2,356 | 39,765,000 | 1,195,000 | $252.93 |
| 06/30/2017 | iSHARES TRUST | IVV | 154,862 | 2,520 | 38,570,000 | 2,915,000 | $249.06 |
| 03/31/2017 | iSHARES TRUST | IVV | 152,342 | -115 | 35,655,000 | 832,000 | $234.05 |
| 12/31/2016 | iSHARES TRUST | IVV | 152,457 | 1,890 | 34,823,000 | 2,091,000 | $228.41 |
| 09/30/2016 | iSHARES TRUST | IVV | 150,037 | -530 | 32,151,000 | -581,000 | $214.29 |
| 06/30/2016 | iSHARES TRUST | IVV | 150,567 | 150,567 | 32,732,000 | 32,732,000 | $217.39 |
| 03/31/2016 | iSHARES TRUST | IVV | 151,648 | 2,827 | 31,535,000 | 3,290,000 | $207.95 |
| 12/31/2015 | iSHARES TRUST | IVV | 148,821 | 1,379 | 28,245,000 | -1,077,000 | $189.79 |
| 09/30/2015 | iSHARES TRUST | IVV | 147,442 | 442 | 29,322,000 | -2,116,000 | $198.87 |
| 06/30/2015 | iSHARES TRUST | IVV | 147,000 | 1,963 | 31,438,000 | 797,000 | $213.86 |
| 03/31/2015 | iSHARES TRUST | IVV | 145,037 | 224 | 30,641,000 | 1,140,000 | $211.26 |
| 12/31/2014 | iSHARES TRUST | IVV | 144,813 | 1,594 | 29,501,000 | 2,032,000 | $203.72 |
| 09/30/2014 | iSHARES TRUST | IVV | 143,219 | -2,070 | 27,469,000 | -1,237,000 | $191.80 |
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