News + Filings Holdings
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Kalos Management, Inc.
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVW | 3,422 | 322 | 241,183,000 | 59,833,000 | $70,480.13 |
| 12/31/2022 | iSHARES TRUST | IVW | 3,100 | 3,100 | 181,350,000 | 181,350,000 | $58,500.00 |
| 09/30/2022 | iSHARES TRUST | IVW | 0 | -4,829 | 0 | -308,000 | |
| 06/30/2022 | iSHARES TRUST | IVW | 4,829 | -41,330 | 308,000 | -3,459,000 | $63.78 |
| 12/31/2021 | iSHARES TRUST | IVW | 46,159 | 3,419 | 3,767,000 | 279,000 | $81.61 |
| 09/30/2021 | iSHARES TRUST | IVW | 42,740 | 23,766 | 3,488,000 | 2,214,000 | $81.61 |
| 03/31/2021 | iSHARES TRUST | IVW | 18,974 | -343 | 1,274,000 | 42,000 | $67.14 |
| 12/31/2020 | iSHARES TRUST | IVW | 19,317 | -4,363 | 1,232,000 | -2,053,000 | $63.78 |
| 09/30/2020 | iSHARES TRUST | IVW | 23,680 | 988 | 3,285,000 | -1,433,000 | $138.72 |
| 06/30/2020 | iSHARES TRUST | IVW | 22,692 | 11,757 | 4,718,000 | 2,900,000 | $207.91 |
| 03/31/2020 | iSHARES TRUST | IVW | 10,935 | -39,600 | 1,818,000 | -8,007,000 | $166.26 |
| 12/31/2019 | iSHARES TRUST | IVW | 50,535 | -8,739 | 9,825,000 | -846,000 | $194.42 |
| 09/30/2019 | iSHARES TRUST | IVW | 59,274 | 4,338 | 10,671,000 | 825,000 | $180.03 |
| 06/30/2019 | iSHARES TRUST | IVW | 54,936 | 10,870 | 9,846,000 | 2,251,000 | $179.23 |
| 03/31/2019 | iSHARES TRUST | IVW | 44,066 | -7,700 | 7,595,000 | -939,000 | $172.36 |
| 12/31/2018 | iSHARES TRUST | IVW | 51,766 | -9,979 | 8,534,000 | -2,405,000 | $164.86 |
| 09/30/2018 | iSHARES TRUST | IVW | 61,745 | 47,366 | 10,939,000 | 8,710,000 | $177.16 |
| 06/30/2018 | iSHARES TRUST | IVW | 14,379 | 0 | 2,229,000 | 0 | $155.02 |
| 03/31/2018 | iSHARES TRUST | IVW | 14,379 | -17,707 | 2,229,000 | -2,672,000 | $155.02 |
| 12/31/2017 | iSHARES TRUST | IVW | 32,086 | -2,351 | 4,901,000 | -37,000 | $152.75 |
| 09/30/2017 | iSHARES TRUST | IVW | 34,437 | 34,437 | 4,938,000 | 4,938,000 | $143.39 |
| 06/30/2017 | iSHARES TRUST | IVW | 0 | -31,227 | 0 | -4,107,000 | |
| 03/31/2017 | iSHARES TRUST | IVW | 31,227 | 31,227 | 4,107,000 | 4,107,000 | $131.52 |
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