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MISSION WEALTH MANAGEMENT, LP > IWD

DateNameTickerSharesChangeValueChangePrice
06/30/2023iSHARES TRUSTIWD142,24893,71822,451,022,00022,443,987,000$157,830.14
06/30/2022iSHARES TRUSTIWD48,53031,1087,035,0004,109,000$144.96
12/31/2021iSHARES TRUSTIWD17,4221,1852,926,000385,000$167.95
09/30/2021iSHARES TRUSTIWD16,237-1582,541,00056,000$156.49
03/31/2021iSHARES TRUSTIWD16,3957722,485,000349,000$151.57
12/31/2020iSHARES TRUSTIWD15,6235362,136,000354,000$136.72
09/30/2020iSHARES TRUSTIWD15,087-1031,782,00071,000$118.11
06/30/2020iSHARES TRUSTIWD15,190-5,5961,711,000-351,000$112.64
03/31/2020iSHARES TRUSTIWD20,786-7,3962,062,000-1,784,000$99.20
12/31/2019iSHARES TRUSTIWD28,1826483,846,000314,000$136.47
09/30/2019iSHARES TRUSTIWD27,5347603,532,000126,000$128.28
06/30/2019iSHARES TRUSTIWD26,7745,1323,406,000733,000$127.21
03/31/2019iSHARES TRUSTIWD21,6422002,673,000292,000$123.51
12/31/2018iSHARES TRUSTIWD21,442-1,2082,381,000-487,000$111.04
09/30/2018iSHARES TRUSTIWD22,6504142,868,000169,000$126.62
06/30/2018iSHARES TRUSTIWD22,2367432,699,000121,000$121.38
03/31/2018iSHARES TRUSTIWD21,493-1,4302,578,000-272,000$119.95
12/31/2017iSHARES TRUSTIWD22,923-792,850,000124,000$124.33
09/30/2017iSHARES TRUSTIWD23,002-842,726,00038,000$118.51
06/30/2017iSHARES TRUSTIWD23,086-1,3152,688,000-117,000$116.43
03/31/2017iSHARES TRUSTIWD24,401352,805,00075,000$114.95
12/31/2016iSHARES TRUSTIWD24,3669372,730,000255,000$112.04
09/30/2016iSHARES TRUSTIWD23,429-1,8242,475,000-20,000$105.64
03/31/2016iSHARES TRUSTIWD25,25325,2532,495,0002,495,000$98.80
12/31/2015iSHARES TRUSTIWD25,253-5792,471,00061,000$97.85
09/30/2015iSHARES TRUSTIWD25,83225,8322,410,0002,410,000$93.30
06/30/2015iSHARES TRUSTIWD25,85725,8572,665,0002,665,000$103.07
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