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PHILLIPS FINANCIAL MANAGEMENT, LLC
> IWR
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IWR | 36,830 | -6,807 | 2,689,695,000 | -361,404,000 | $73,030.00 |
03/31/2023 | iSHARES TRUST | IWR | 43,637 | -85 | 3,051,099,000 | 102,050,000 | $69,920.00 |
12/31/2022 | iSHARES TRUST | IWR | 43,722 | -278 | 2,949,049,000 | 2,946,314,000 | $67,450.00 |
09/30/2022 | iSHARES TRUST | IWR | 44,000 | -821 | 2,735,000 | -163,000 | $62.16 |
06/30/2022 | iSHARES TRUST | IWR | 44,821 | 26 | 2,898,000 | -598,000 | $64.66 |
03/31/2022 | iSHARES TRUST | IWR | 44,795 | -1,921 | 3,496,000 | -382,000 | $78.04 |
12/31/2021 | iSHARES TRUST | IWR | 46,716 | 1,428 | 3,878,000 | 336,000 | $83.01 |
09/30/2021 | iSHARES TRUST | IWR | 45,288 | -50 | 3,542,000 | -51,000 | $78.21 |
06/30/2021 | iSHARES TRUST | IWR | 45,338 | -622 | 3,593,000 | 442,000 | $79.25 |
12/31/2020 | iSHARES TRUST | IWR | 45,960 | -301 | 3,151,000 | 497,000 | $68.56 |
09/30/2020 | iSHARES TRUST | IWR | 46,261 | -2,361 | 2,654,000 | 48,000 | $57.37 |
06/30/2020 | iSHARES TRUST | IWR | 48,622 | 85 | 2,606,000 | 614,000 | $53.60 |
03/31/2020 | iSHARES TRUST | IWR | 48,537 | -163 | 1,992,000 | -911,000 | $41.04 |
12/31/2019 | iSHARES TRUST | IWR | 48,700 | -4,071 | 2,903,000 | -50,000 | $59.61 |
09/30/2019 | iSHARES TRUST | IWR | 52,771 | -1,098 | 2,953,000 | -80,000 | $55.96 |
06/30/2019 | iSHARES TRUST | IWR | 53,869 | -774 | 3,033,000 | 51,000 | $56.30 |
03/31/2019 | iSHARES TRUST | IWR | 54,643 | -185 | 2,982,000 | 434,000 | $54.57 |
12/31/2018 | iSHARES TRUST | IWR | 54,828 | 40,983 | 2,548,000 | -495,000 | $46.47 |
09/30/2018 | iSHARES TRUST | IWR | 13,845 | -1,952 | 3,043,000 | -312,000 | $219.79 |
06/30/2018 | iSHARES TRUST | IWR | 15,797 | 0 | 3,355,000 | 146,000 | $212.38 |
03/31/2018 | iSHARES TRUST | IWR | 15,797 | -767 | 3,209,000 | -306,000 | $203.14 |
12/31/2017 | iSHARES TRUST | IWR | 16,564 | -212 | 3,515,000 | 208,000 | $212.21 |
09/30/2017 | iSHARES TRUST | IWR | 16,776 | 27 | 3,307,000 | 30,000 | $197.13 |
06/30/2017 | iSHARES TRUST | IWR | 16,749 | 0 | 3,277,000 | 191,000 | $195.65 |
03/31/2017 | iSHARES TRUST | IWR | 16,749 | -1,928 | 3,086,000 | -319,000 | $184.25 |
12/31/2016 | iSHARES TRUST | IWR | 18,677 | -268 | 3,405,000 | 133,000 | $182.31 |
09/30/2016 | iSHARES TRUST | IWR | 18,945 | 0 | 3,215,000 | -57,000 | $169.70 |
06/30/2016 | iSHARES TRUST | IWR | 18,945 | 18,945 | 3,272,000 | 3,272,000 | $172.71 |
03/31/2016 | iSHARES TRUST | IWR | 19,050 | 0 | 3,118,000 | 325,000 | $163.67 |
12/31/2015 | iSHARES TRUST | IWR | 19,050 | -227 | 2,793,000 | -294,000 | $146.61 |
09/30/2015 | iSHARES TRUST | IWR | 19,277 | 0 | 3,087,000 | -218,000 | $160.14 |
06/30/2015 | iSHARES TRUST | IWR | 19,277 | -286 | 3,305,000 | -110,000 | $171.45 |
03/31/2015 | iSHARES TRUST | IWR | 19,563 | -100 | 3,415,000 | 176,000 | $174.56 |
12/31/2014 | iSHARES TRUST | IWR | 19,663 | -184 | 3,239,000 | 226,000 | $164.73 |
09/30/2014 | iSHARES TRUST | IWR | 19,847 | 0 | 3,013,000 | -171,000 | $151.81 |
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