News + Filings Holdings
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Clearstead Advisors, LLC
> USMV
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | USMV | 154,504 | -1,524 | 11,484,318,000 | 134,817,000 | $74,330.23 |
| 03/31/2023 | iSHARES TRUST | USMV | 156,028 | 4,942 | 11,349,501,000 | 11,339,514,000 | $72,740.16 |
| 09/30/2022 | iSHARES TRUST | USMV | 151,086 | -6,029 | 9,987,000 | -1,044,000 | $66.10 |
| 06/30/2022 | iSHARES TRUST | USMV | 157,115 | -5,527 | 11,031,000 | -1,585,000 | $70.21 |
| 03/31/2022 | iSHARES TRUST | USMV | 162,642 | 3,295 | 12,616,000 | -275,000 | $77.57 |
| 12/31/2021 | iSHARES TRUST | USMV | 159,347 | -10,491 | 12,891,000 | 408,000 | $80.90 |
| 09/30/2021 | iSHARES TRUST | USMV | 169,838 | -19,729 | 12,483,000 | -1,471,000 | $73.50 |
| 06/30/2021 | iSHARES TRUST | USMV | 189,567 | -6,293 | 13,954,000 | 402,000 | $73.61 |
| 03/31/2021 | iSHARES TRUST | USMV | 195,860 | -18,104 | 13,552,000 | -972,000 | $69.19 |
| 12/31/2020 | iSHARES TRUST | USMV | 213,964 | -7,745 | 14,524,000 | 394,000 | $67.88 |
| 09/30/2020 | iSHARES TRUST | USMV | 221,709 | -2,745 | 14,130,000 | 521,000 | $63.73 |
| 06/30/2020 | iSHARES TRUST | USMV | 224,454 | -29,455 | 13,609,000 | -105,000 | $60.63 |
| 03/31/2020 | iSHARES TRUST | USMV | 253,909 | 127,517 | 13,714,000 | 5,423,000 | $54.01 |
| 12/31/2019 | iSHARES TRUST | USMV | 126,392 | 17,503 | 8,291,000 | 1,311,000 | $65.60 |
| 09/30/2019 | iSHARES TRUST | USMV | 108,889 | 9,836 | 6,980,000 | 865,000 | $64.10 |
| 06/30/2019 | iSHARES TRUST | USMV | 99,053 | 0 | 6,115,000 | 291,000 | $61.73 |
| 03/31/2019 | iSHARES TRUST | USMV | 99,053 | 0 | 5,824,000 | 634,000 | $58.80 |
| 12/31/2018 | iSHARES TRUST | USMV | 99,053 | 19,460 | 5,190,000 | 650,000 | $52.40 |
| 09/30/2018 | iSHARES TRUST | USMV | 79,593 | 1,160 | 4,540,000 | 371,000 | $57.04 |
| 06/30/2018 | iSHARES TRUST | USMV | 78,433 | 0 | 4,169,000 | 96,000 | $53.15 |
| 03/31/2018 | iSHARES TRUST | USMV | 78,433 | 383 | 4,073,000 | -46,000 | $51.93 |
| 12/31/2017 | iSHARES TRUST | USMV | 78,050 | 4,250 | 4,119,000 | 404,000 | $52.77 |
| 09/30/2017 | iSHARES TRUST | USMV | 73,800 | 1,000 | 3,715,000 | 153,000 | $50.34 |
| 06/30/2017 | iSHARES TRUST | USMV | 72,800 | 72,800 | 3,562,000 | 3,562,000 | $48.93 |
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