News + Filings Holdings
|
Segment Wealth Management, LLC
> IWM
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWM | 3,501 | -419 | 655,632,000 | 654,968,000 | $187,269.92 |
| 06/30/2022 | iSHARES TRUST | IWM | 3,920 | 0 | 664,000 | -194,000 | $169.39 |
| 09/30/2021 | iSHARES TRUST | IWM | 3,920 | 0 | 858,000 | -41,000 | $218.88 |
| 06/30/2021 | iSHARES TRUST | IWM | 3,920 | 0 | 899,000 | 33,000 | $229.34 |
| 03/31/2021 | iSHARES TRUST | IWM | 3,920 | 419 | 866,000 | 180,000 | $220.92 |
| 12/31/2020 | iSHARES TRUST | IWM | 3,501 | 1,042 | 686,000 | 318,000 | $195.94 |
| 09/30/2020 | iSHARES TRUST | IWM | 2,459 | -1,353 | 368,000 | -177,000 | $149.65 |
| 06/30/2020 | iSHARES TRUST | IWM | 3,812 | -2,517 | 545,000 | -179,000 | $142.97 |
| 03/31/2020 | iSHARES TRUST | IWM | 6,329 | 0 | 724,000 | -324,000 | $114.39 |
| 12/31/2019 | iSHARES TRUST | IWM | 6,329 | 0 | 1,048,000 | 90,000 | $165.59 |
| 09/30/2019 | iSHARES TRUST | IWM | 6,329 | 388 | 958,000 | 34,000 | $151.37 |
| 06/30/2019 | iSHARES TRUST | IWM | 5,941 | 63 | 924,000 | 25,000 | $155.53 |
| 03/31/2019 | iSHARES TRUST | IWM | 5,878 | -236 | 899,000 | 80,000 | $152.94 |
| 12/31/2018 | iSHARES TRUST | IWM | 6,114 | -2,187 | 819,000 | -580,000 | $133.95 |
| 09/30/2018 | iSHARES TRUST | IWM | 8,301 | 241 | 1,399,000 | 78,000 | $168.53 |
| 06/30/2018 | iSHARES TRUST | IWM | 8,060 | -47 | 1,321,000 | 90,000 | $163.90 |
| 03/31/2018 | iSHARES TRUST | IWM | 8,107 | -4 | 1,231,000 | -5,000 | $151.84 |
| 12/31/2017 | iSHARES TRUST | IWM | 8,111 | -33 | 1,236,000 | 30,000 | $152.39 |
| 09/30/2017 | iSHARES TRUST | IWM | 8,144 | -197 | 1,206,000 | 31,000 | $148.08 |
| 06/30/2017 | iSHARES TRUST | IWM | 8,341 | 3,228 | 1,175,000 | 472,000 | $140.87 |
| 03/31/2017 | iSHARES TRUST | IWM | 5,113 | 16 | 703,000 | 16,000 | $137.49 |
| 12/31/2016 | iSHARES TRUST | IWM | 5,097 | 16 | 687,000 | 56,000 | $134.79 |
| 09/30/2016 | iSHARES TRUST | IWM | 5,081 | 11 | 631,000 | 48,000 | $124.19 |
| 06/30/2016 | iSHARES TRUST | IWM | 5,070 | 5,070 | 583,000 | 583,000 | $114.99 |
| 03/31/2016 | iSHARES TRUST | IWM | 2,470 | 2,470 | 273,000 | 273,000 | $110.53 |
| 12/31/2015 | iSHARES TRUST | IWM | 2,453 | 2,453 | 276,000 | 276,000 | $112.52 |
| 09/30/2015 | iSHARES TRUST | IWM | 2,446 | 2,446 | 267,000 | 267,000 | $109.16 |
| 06/30/2015 | iSHARES TRUST | IWM | 2,437 | 2,437 | 304,000 | 304,000 | $124.74 |
| 03/31/2015 | iSHARES TRUST | IWM | 2,430 | 40 | 302,000 | 16,000 | $124.28 |
| 12/31/2014 | iSHARES TRUST | IWM | 2,390 | 2,390 | 286,000 | 286,000 | $119.67 |
| 09/30/2014 | iSHARES TRUST | IWM | 2,390 | 0 | 261,000 | -23,000 | $109.21 |
| 06/30/2014 | iSHARES TRUST | IWM | 2,390 | 2,390 | 284,000 | 284,000 | $118.83 |
| 03/31/2014 | iSHARES TRUST | IWM | 20,337 | 20,337 | 2,366,000 | 2,366,000 | $116.34 |
| 12/31/2013 | iSHARES TRUST | IWM | 17,783 | 17,783 | 2,051,000 | 2,051,000 | $115.33 |
| 09/30/2013 | iSHARES TRUST | IWM | 17,578 | 17,578 | 1,874,000 | 1,874,000 | $106.61 |
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