News + Filings Holdings
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Clearstead Advisors, LLC
> IWB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | IWB | 44,981 | 12 | 10,963,579,000 | 835,203,000 | $243,738.00 |
| 03/31/2023 | iSHARES TRUST | IWB | 44,969 | -6,494 | 10,128,376,000 | 10,118,221,000 | $225,230.18 |
| 09/30/2022 | iSHARES TRUST | IWB | 51,463 | -10,336 | 10,155,000 | -2,684,000 | $197.33 |
| 06/30/2022 | iSHARES TRUST | IWB | 61,799 | 11,166 | 12,839,000 | 177,000 | $207.75 |
| 03/31/2022 | iSHARES TRUST | IWB | 50,633 | 6,979 | 12,662,000 | 1,119,000 | $250.07 |
| 12/31/2021 | iSHARES TRUST | IWB | 43,654 | 2 | 11,543,000 | 992,000 | $264.42 |
| 09/30/2021 | iSHARES TRUST | IWB | 43,652 | -191 | 10,551,000 | -62,000 | $241.71 |
| 06/30/2021 | iSHARES TRUST | IWB | 43,843 | 10 | 10,613,000 | 802,000 | $242.07 |
| 03/31/2021 | iSHARES TRUST | IWB | 43,833 | 3,314 | 9,811,000 | 1,228,000 | $223.83 |
| 12/31/2020 | iSHARES TRUST | IWB | 40,519 | 16 | 8,583,000 | 1,003,000 | $211.83 |
| 09/30/2020 | iSHARES TRUST | IWB | 40,503 | -1,037 | 7,580,000 | 448,000 | $187.15 |
| 06/30/2020 | iSHARES TRUST | IWB | 41,540 | -471 | 7,132,000 | 1,186,000 | $171.69 |
| 03/31/2020 | iSHARES TRUST | IWB | 42,011 | 18,923 | 5,946,000 | 1,827,000 | $141.53 |
| 12/31/2019 | iSHARES TRUST | IWB | 23,088 | 19 | 4,119,000 | 323,000 | $178.40 |
| 09/30/2019 | iSHARES TRUST | IWB | 23,069 | 18 | 3,796,000 | 44,000 | $164.55 |
| 06/30/2019 | iSHARES TRUST | IWB | 23,051 | 212 | 3,752,000 | 159,000 | $162.77 |
| 03/31/2019 | iSHARES TRUST | IWB | 22,839 | -10,124 | 3,593,000 | -979,000 | $157.32 |
| 12/31/2018 | iSHARES TRUST | IWB | 32,963 | 18,172 | 4,572,000 | 2,180,000 | $138.70 |
| 09/30/2018 | iSHARES TRUST | IWB | 14,791 | 5,975 | 2,392,000 | 1,052,000 | $161.72 |
| 06/30/2018 | iSHARES TRUST | IWB | 8,816 | 0 | 1,340,000 | 45,000 | $152.00 |
| 03/31/2018 | iSHARES TRUST | IWB | 8,816 | -3,292 | 1,295,000 | -504,000 | $146.89 |
| 12/31/2017 | iSHARES TRUST | IWB | 12,108 | -207 | 1,799,000 | 76,000 | $148.58 |
| 09/30/2017 | iSHARES TRUST | IWB | 12,315 | 79 | 1,723,000 | 68,000 | $139.91 |
| 06/30/2017 | iSHARES TRUST | IWB | 12,236 | 12,236 | 1,655,000 | 1,655,000 | $135.26 |
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