News + Filings Holdings
|
Beta Wealth Group, Inc.
> SUB
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SUB | 17,396 | -345 | 1,809,905,000 | -47,217,000 | $104,041.45 |
| 03/31/2023 | iSHARES TRUST | SUB | 17,741 | -47,937 | 1,857,122,000 | 1,850,247,000 | $104,679.67 |
| 06/30/2022 | iSHARES TRUST | SUB | 65,678 | 63,378 | 6,875,000 | 6,634,000 | $104.68 |
| 03/31/2022 | iSHARES TRUST | SUB | 2,300 | 0 | 241,000 | -6,000 | $104.78 |
| 12/31/2021 | iSHARES TRUST | SUB | 2,300 | 0 | 247,000 | 0 | $107.39 |
| 09/30/2021 | iSHARES TRUST | SUB | 2,300 | 0 | 247,000 | -1,000 | $107.39 |
| 06/30/2021 | iSHARES TRUST | SUB | 2,300 | 2,300 | 248,000 | 248,000 | $107.83 |
| << Prev Next >> |
|