News + Filings Holdings
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Tortoise Investment Management, LLC
> IUSV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IUSV | 147,470 | -3,886 | 11,541,008,000 | 373,957,000 | $78,260.04 |
| 03/31/2023 | iSHARES TRUST | IUSV | 151,356 | 4,297 | 11,167,051,000 | 11,157,216,000 | $73,780.04 |
| 06/30/2022 | iSHARES TRUST | IUSV | 147,059 | 11,976 | 9,835,000 | -414,000 | $66.88 |
| 03/31/2022 | iSHARES TRUST | IUSV | 135,083 | 8,077 | 10,249,000 | 553,000 | $75.87 |
| 12/31/2021 | iSHARES TRUST | IUSV | 127,006 | 2,067 | 9,696,000 | 840,000 | $76.34 |
| 09/30/2021 | iSHARES TRUST | IUSV | 124,939 | -907 | 8,856,000 | -200,000 | $70.88 |
| 06/30/2021 | iSHARES TRUST | IUSV | 125,846 | 22,801 | 9,056,000 | 2,648,000 | $71.96 |
| 12/31/2020 | iSHARES TRUST | IUSV | 103,045 | 2,301 | 6,408,000 | 939,000 | $62.19 |
| 09/30/2020 | iSHARES TRUST | IUSV | 100,744 | -1,330 | 5,469,000 | 138,000 | $54.29 |
| 06/30/2020 | iSHARES TRUST | IUSV | 102,074 | -9,258 | 5,331,000 | 190,000 | $52.23 |
| 03/31/2020 | iSHARES TRUST | IUSV | 111,332 | 5,066 | 5,141,000 | -1,556,000 | $46.18 |
| 12/31/2019 | iSHARES TRUST | IUSV | 106,266 | 10,221 | 6,697,000 | 1,146,000 | $63.02 |
| 09/30/2019 | iSHARES TRUST | IUSV | 96,045 | 1,479 | 5,551,000 | 194,000 | $57.80 |
| 06/30/2019 | iSHARES TRUST | IUSV | 94,566 | 12,587 | 5,357,000 | 862,000 | $56.65 |
| 03/31/2019 | iSHARES TRUST | IUSV | 81,979 | 15,166 | 4,495,000 | 1,215,000 | $54.83 |
| 12/31/2018 | iSHARES TRUST | IUSV | 66,813 | 49,738 | 3,280,000 | 2,317,000 | $49.09 |
| 09/30/2018 | iSHARES TRUST | IUSV | 17,075 | 13,530 | 963,000 | 773,000 | $56.40 |
| 06/30/2018 | iSHARES TRUST | IUSV | 3,545 | 3,545 | 190,000 | 190,000 | $53.60 |
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