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Lenox Wealth Advisors, LLC
> IVE
Date | Name | Ticker | Shares | Change | Value | Change | Price |
03/31/2022 | iSHARES TRUST | IVE | 0 | -862 | 0 | -135,000 | |
12/31/2021 | iSHARES TRUST | IVE | 862 | 0 | 135,000 | 10,000 | $156.61 |
09/30/2021 | iSHARES TRUST | IVE | 862 | 0 | 125,000 | 15,000 | $145.01 |
06/30/2021 | iSHARES TRUST | IVE | 862 | 0 | 127,000 | 17,000 | $147.33 |
12/31/2020 | iSHARES TRUST | IVE | 862 | 0 | 110,000 | 13,000 | $127.61 |
09/30/2020 | iSHARES TRUST | IVE | 862 | -50 | 97,000 | -2,000 | $112.53 |
06/30/2020 | iSHARES TRUST | IVE | 912 | 50 | 99,000 | 16,000 | $108.55 |
03/31/2020 | iSHARES TRUST | IVE | 862 | -1,421 | 83,000 | -214,000 | $96.29 |
12/31/2019 | iSHARES TRUST | IVE | 2,283 | 21 | 297,000 | 28,000 | $130.09 |
09/30/2019 | iSHARES TRUST | IVE | 2,262 | 0 | 269,000 | 5,000 | $118.92 |
06/30/2019 | iSHARES TRUST | IVE | 2,262 | 0 | 264,000 | 9,000 | $116.71 |
03/31/2019 | iSHARES TRUST | IVE | 2,262 | -452 | 255,000 | -19,000 | $112.73 |
12/31/2018 | iSHARES TRUST | IVE | 2,714 | 0 | 274,000 | -40,000 | $100.96 |
09/30/2018 | iSHARES TRUST | IVE | 2,714 | 0 | 314,000 | 15,000 | $115.70 |
06/30/2018 | iSHARES TRUST | IVE | 2,714 | 452 | 299,000 | 52,000 | $110.17 |
03/31/2018 | iSHARES TRUST | IVE | 2,262 | 0 | 247,000 | -11,000 | $109.20 |
12/31/2017 | iSHARES TRUST | IVE | 2,262 | 0 | 258,000 | 14,000 | $114.06 |
09/30/2017 | iSHARES TRUST | IVE | 2,262 | 0 | 244,000 | 7,000 | $107.87 |
06/30/2017 | iSHARES TRUST | IVE | 2,262 | 0 | 237,000 | 2,000 | $104.77 |
03/31/2017 | iSHARES TRUST | IVE | 2,262 | 862 | 235,000 | 93,000 | $103.89 |
12/31/2016 | iSHARES TRUST | IVE | 1,400 | 0 | 142,000 | 9,000 | $101.43 |
09/30/2016 | iSHARES TRUST | IVE | 1,400 | 0 | 133,000 | 3,000 | $95.00 |
06/30/2016 | iSHARES TRUST | IVE | 1,400 | 0 | 130,000 | 4,000 | $92.86 |
03/31/2016 | iSHARES TRUST | IVE | 1,400 | 1,400 | 126,000 | 126,000 | $90.00 |
06/30/2014 | iSHARES TRUST | IVE | 0 | -300 | 0 | -26,000 | |
03/31/2014 | iSHARES TRUST | IVE | 300 | 300 | 26,000 | 26,000 | $86.67 |
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