News + Filings Holdings
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WMG Financial Advisors, LLC
> IVV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVV | 0 | -1,515 | 0 | -541,000 | |
| 09/30/2022 | iSHARES TRUST | IVV | 1,515 | -286 | 541,000 | -143,000 | $357.10 |
| 06/30/2022 | iSHARES TRUST | IVV | 1,801 | -560 | 684,000 | -387,000 | $379.79 |
| 03/31/2022 | iSHARES TRUST | IVV | 2,360 | -497 | 1,069,000 | -294,000 | $452.97 |
| 12/31/2021 | iSHARES TRUST | IVV | 2,857 | 2,857 | 1,363,000 | 1,363,000 | $477.07 |
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