News + Filings Holdings
|
MISSION WEALTH MANAGEMENT, LP
> ISI
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | ISI | 412,249 | -7,137 | 40,334,445,000 | 40,299,309,000 | $97,840.01 |
| 06/30/2022 | iSHARES TRUST | ISI | 419,386 | -27,747 | 35,136,000 | -12,698,000 | $83.78 |
| 12/31/2021 | iSHARES TRUST | ISI | 447,133 | 4,857 | 47,834,000 | 4,323,000 | $106.98 |
| 09/30/2021 | iSHARES TRUST | ISI | 442,276 | -66,328 | 43,511,000 | -3,077,000 | $98.38 |
| 03/31/2021 | iSHARES TRUST | ISI | 508,604 | -25,603 | 46,588,000 | 529,000 | $91.60 |
| 12/31/2020 | iSHARES TRUST | ISI | 534,207 | -12,260 | 46,059,000 | 4,806,000 | $86.22 |
| 09/30/2020 | iSHARES TRUST | ISI | 546,467 | -28,214 | 41,253,000 | 1,347,000 | $75.49 |
| 06/30/2020 | iSHARES TRUST | ISI | 574,681 | -28,766 | 39,906,000 | 5,383,000 | $69.44 |
| 03/31/2020 | iSHARES TRUST | ISI | 603,447 | 480,898 | 34,523,000 | 25,615,000 | $57.21 |
| 12/31/2019 | iSHARES TRUST | ISI | 122,549 | -1,924 | 8,908,000 | 560,000 | $72.69 |
| 09/30/2019 | iSHARES TRUST | ISI | 124,473 | -1,312 | 8,348,000 | -33,000 | $67.07 |
| 06/30/2019 | iSHARES TRUST | ISI | 125,785 | 12,098 | 8,381,000 | 1,060,000 | $66.63 |
| 03/31/2019 | iSHARES TRUST | ISI | 113,687 | 2,342 | 7,321,000 | 1,001,000 | $64.40 |
| 12/31/2018 | iSHARES TRUST | ISI | 111,345 | 72,622 | 6,320,000 | 3,740,000 | $56.76 |
| 09/30/2018 | iSHARES TRUST | ISI | 38,723 | 3,535 | 2,580,000 | 380,000 | $66.63 |
| 06/30/2018 | iSHARES TRUST | ISI | 35,188 | 11,218 | 2,200,000 | 751,000 | $62.52 |
| 03/31/2018 | iSHARES TRUST | ISI | 23,970 | 8,737 | 1,449,000 | 518,000 | $60.45 |
| 12/31/2017 | iSHARES TRUST | ISI | 15,233 | 6,883 | 931,000 | 450,000 | $61.12 |
| 09/30/2017 | iSHARES TRUST | ISI | 8,350 | 8,350 | 481,000 | 481,000 | $57.60 |
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