News + Filings Holdings
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Clearstead Advisors, LLC
> IVW
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IVW | 333,379 | 261,857 | 23,496,580,000 | 18,927,039,000 | $70,480.08 |
| 03/31/2023 | iSHARES TRUST | IVW | 71,522 | -15,329 | 4,569,541,000 | 4,564,517,000 | $63,890.01 |
| 09/30/2022 | iSHARES TRUST | IVW | 86,851 | -8,105 | 5,024,000 | -707,000 | $57.85 |
| 06/30/2022 | iSHARES TRUST | IVW | 94,956 | 1,209 | 5,731,000 | -1,429,000 | $60.35 |
| 03/31/2022 | iSHARES TRUST | IVW | 93,747 | 31,729 | 7,160,000 | 1,971,000 | $76.38 |
| 12/31/2021 | iSHARES TRUST | IVW | 62,018 | 0 | 5,189,000 | 605,000 | $83.67 |
| 09/30/2021 | iSHARES TRUST | IVW | 62,018 | 1,652 | 4,584,000 | 194,000 | $73.91 |
| 06/30/2021 | iSHARES TRUST | IVW | 60,366 | -2,312 | 4,390,000 | 309,000 | $72.72 |
| 03/31/2021 | iSHARES TRUST | IVW | 62,678 | -21,344 | 4,081,000 | -1,281,000 | $65.11 |
| 12/31/2020 | iSHARES TRUST | IVW | 84,022 | 59,204 | 5,362,000 | -373,000 | $63.82 |
| 09/30/2020 | iSHARES TRUST | IVW | 24,818 | -1,290 | 5,735,000 | 318,000 | $231.08 |
| 06/30/2020 | iSHARES TRUST | IVW | 26,108 | -494 | 5,417,000 | 1,026,000 | $207.48 |
| 03/31/2020 | iSHARES TRUST | IVW | 26,602 | 387 | 4,391,000 | -685,000 | $165.06 |
| 12/31/2019 | iSHARES TRUST | IVW | 26,215 | -560 | 5,076,000 | 256,000 | $193.63 |
| 09/30/2019 | iSHARES TRUST | IVW | 26,775 | -769 | 4,820,000 | -117,000 | $180.02 |
| 06/30/2019 | iSHARES TRUST | IVW | 27,544 | 178 | 4,937,000 | 220,000 | $179.24 |
| 03/31/2019 | iSHARES TRUST | IVW | 27,366 | -90 | 4,717,000 | 580,000 | $172.37 |
| 12/31/2018 | iSHARES TRUST | IVW | 27,456 | 841 | 4,137,000 | -578,000 | $150.68 |
| 09/30/2018 | iSHARES TRUST | IVW | 26,615 | 0 | 4,715,000 | 387,000 | $177.16 |
| 06/30/2018 | iSHARES TRUST | IVW | 26,615 | -860 | 4,328,000 | 67,000 | $162.62 |
| 03/31/2018 | iSHARES TRUST | IVW | 27,475 | -13,240 | 4,261,000 | -1,959,000 | $155.09 |
| 12/31/2017 | iSHARES TRUST | IVW | 40,715 | 0 | 6,220,000 | 381,000 | $152.77 |
| 09/30/2017 | iSHARES TRUST | IVW | 40,715 | -222 | 5,839,000 | 237,000 | $143.41 |
| 06/30/2017 | iSHARES TRUST | IVW | 40,937 | 40,937 | 5,602,000 | 5,602,000 | $136.84 |
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