News + Filings Holdings
|
RKL Wealth Management LLC
> IWR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWR | 14,445 | 117 | 1,054,934,000 | 88,461,000 | $73,031.08 |
| 12/31/2022 | iSHARES TRUST | IWR | 14,328 | 133 | 966,473,000 | 965,591,000 | $67,453.45 |
| 09/30/2022 | iSHARES TRUST | IWR | 14,195 | -542 | 882,000 | -71,000 | $62.13 |
| 06/30/2022 | iSHARES TRUST | IWR | 14,737 | 14 | 953,000 | -196,000 | $64.67 |
| 03/31/2022 | iSHARES TRUST | IWR | 14,723 | 77 | 1,149,000 | -67,000 | $78.04 |
| 12/31/2021 | iSHARES TRUST | IWR | 14,646 | 25 | 1,216,000 | 72,000 | $83.03 |
| 09/30/2021 | iSHARES TRUST | IWR | 14,621 | 312 | 1,144,000 | 10,000 | $78.24 |
| 06/30/2021 | iSHARES TRUST | IWR | 14,309 | 72 | 1,134,000 | 81,000 | $79.25 |
| 03/31/2021 | iSHARES TRUST | IWR | 14,237 | 3,719 | 1,053,000 | 332,000 | $73.96 |
| 12/31/2020 | iSHARES TRUST | IWR | 10,518 | -299 | 721,000 | 100,000 | $68.55 |
| 09/30/2020 | iSHARES TRUST | IWR | 10,817 | -465 | 621,000 | 16,000 | $57.41 |
| 06/30/2020 | iSHARES TRUST | IWR | 11,282 | 2,245 | 605,000 | 215,000 | $53.63 |
| 03/31/2020 | iSHARES TRUST | IWR | 9,037 | -576 | 390,000 | -183,000 | $43.16 |
| 12/31/2019 | iSHARES TRUST | IWR | 9,613 | -74 | 573,000 | 31,000 | $59.61 |
| 09/30/2019 | iSHARES TRUST | IWR | 9,687 | -1,393 | 542,000 | -78,000 | $55.95 |
| 06/30/2019 | iSHARES TRUST | IWR | 11,080 | 95 | 620,000 | 30,000 | $55.96 |
| 03/31/2019 | iSHARES TRUST | IWR | 10,985 | 2,207 | 590,000 | 184,000 | $53.71 |
| 12/31/2018 | iSHARES TRUST | IWR | 8,778 | 6,770 | 406,000 | -39,000 | $46.25 |
| 09/30/2018 | iSHARES TRUST | IWR | 2,008 | 13 | 445,000 | 21,000 | $221.61 |
| 06/30/2018 | iSHARES TRUST | IWR | 1,995 | 78 | 424,000 | 30,000 | $212.53 |
| 03/31/2018 | iSHARES TRUST | IWR | 1,917 | -218 | 394,000 | -52,000 | $205.53 |
| 12/31/2017 | iSHARES TRUST | IWR | 2,135 | -2,071 | 446,000 | -384,000 | $208.90 |
| 09/30/2017 | iSHARES TRUST | IWR | 4,206 | -149 | 830,000 | -10,000 | $197.34 |
| 06/30/2017 | iSHARES TRUST | IWR | 4,355 | -913 | 840,000 | -146,000 | $192.88 |
| 03/31/2017 | iSHARES TRUST | IWR | 5,268 | 5,268 | 986,000 | 986,000 | $187.17 |
| << Prev Next >> |
|