News + Filings Holdings
|
Octavia Wealth Advisors, LLC
> IWP
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWP | 130,483 | 29,595 | 12,608,567,000 | 4,174,330,000 | $96,629.96 |
| 12/31/2022 | iSHARES TRUST | IWP | 100,888 | 10,540 | 8,434,237,000 | 8,427,131,000 | $83,600.00 |
| 06/30/2022 | iSHARES TRUST | IWP | 90,348 | 7,793 | 7,106,000 | -1,191,000 | $78.65 |
| 03/31/2022 | iSHARES TRUST | IWP | 82,555 | 11,342 | 8,297,000 | 91,000 | $100.50 |
| 12/31/2021 | iSHARES TRUST | IWP | 71,213 | 11,174 | 8,206,000 | 1,508,000 | $115.23 |
| 09/30/2021 | iSHARES TRUST | IWP | 60,039 | 4,226 | 6,698,000 | 380,000 | $111.56 |
| 06/30/2021 | iSHARES TRUST | IWP | 55,813 | 7,338 | 6,318,000 | 1,371,000 | $113.20 |
| 03/31/2021 | iSHARES TRUST | IWP | 48,475 | 48,475 | 4,947,000 | 4,947,000 | $102.05 |
| << Prev Next >> |
|