News + Filings Holdings
|
MISSION WEALTH MANAGEMENT, LP
> IWS
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWS | 2,988 | -154 | 328,152,000 | 327,833,000 | $109,823.29 |
| 06/30/2022 | iSHARES TRUST | IWS | 3,142 | 158 | 319,000 | -46,000 | $101.53 |
| 12/31/2021 | iSHARES TRUST | IWS | 2,984 | 88 | 365,000 | 37,000 | $122.32 |
| 09/30/2021 | iSHARES TRUST | IWS | 2,896 | -147 | 328,000 | -5,000 | $113.26 |
| 03/31/2021 | iSHARES TRUST | IWS | 3,043 | -49 | 333,000 | 33,000 | $109.43 |
| 12/31/2020 | iSHARES TRUST | IWS | 3,092 | 477 | 300,000 | 89,000 | $97.02 |
| 09/30/2020 | iSHARES TRUST | IWS | 2,615 | -416 | 211,000 | -21,000 | $80.69 |
| 06/30/2020 | iSHARES TRUST | IWS | 3,031 | 3,031 | 232,000 | 232,000 | $76.54 |
| 03/31/2020 | iSHARES TRUST | IWS | 0 | -6,629 | 0 | -628,000 | |
| 12/31/2019 | iSHARES TRUST | IWS | 6,629 | 403 | 628,000 | 70,000 | $94.74 |
| 09/30/2019 | iSHARES TRUST | IWS | 6,226 | 1,007 | 558,000 | 93,000 | $89.62 |
| 06/30/2019 | iSHARES TRUST | IWS | 5,219 | 1,362 | 465,000 | 130,000 | $89.10 |
| 03/31/2019 | iSHARES TRUST | IWS | 3,857 | 121 | 335,000 | 50,000 | $86.86 |
| 12/31/2018 | iSHARES TRUST | IWS | 3,736 | -1,674 | 285,000 | -203,000 | $76.28 |
| 09/30/2018 | iSHARES TRUST | IWS | 5,410 | 1,095 | 488,000 | 106,000 | $90.20 |
| 06/30/2018 | iSHARES TRUST | IWS | 4,315 | 4,315 | 382,000 | 382,000 | $88.53 |
| 03/31/2017 | iSHARES TRUST | IWS | 0 | -3,167 | 0 | -255,000 | |
| 12/31/2016 | iSHARES TRUST | IWS | 3,167 | 3,167 | 255,000 | 255,000 | $80.52 |
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