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EVERMAY WEALTH MANAGEMENT LLC
> IJR
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IJR | 117,220 | -1,119 | 11,680,965,000 | 237,537,000 | $99,649.93 |
03/31/2023 | iSHARES TRUST | IJR | 118,339 | -12,124 | 11,443,428,000 | 11,432,053,000 | $96,700.39 |
09/30/2022 | iSHARES TRUST | IJR | 130,463 | 1,235 | 11,375,000 | -567,000 | $87.19 |
06/30/2022 | iSHARES TRUST | IJR | 129,228 | 3,887 | 11,942,000 | -1,580,000 | $92.41 |
03/31/2022 | iSHARES TRUST | IJR | 125,341 | -6,242 | 13,522,000 | -1,546,000 | $107.88 |
12/31/2021 | iSHARES TRUST | IJR | 131,583 | 11,571 | 15,068,000 | 1,509,000 | $114.51 |
09/30/2021 | iSHARES TRUST | IJR | 126,353 | 6,341 | 13,797,000 | 238,000 | $109.19 |
06/30/2021 | iSHARES TRUST | IJR | 120,012 | 2,104 | 13,559,000 | 762,000 | $112.98 |
03/31/2021 | iSHARES TRUST | IJR | 117,908 | 21,562 | 12,797,000 | 3,943,000 | $108.53 |
12/31/2020 | iSHARES TRUST | IJR | 96,346 | 7,906 | 8,854,000 | 2,643,000 | $91.90 |
09/30/2020 | iSHARES TRUST | IJR | 88,440 | -3,993 | 6,211,000 | -101,000 | $70.23 |
06/30/2020 | iSHARES TRUST | IJR | 92,433 | -34,372 | 6,312,000 | -803,000 | $68.29 |
03/31/2020 | iSHARES TRUST | IJR | 126,805 | -44,081 | 7,115,000 | -7,214,000 | $56.11 |
12/31/2019 | iSHARES TRUST | IJR | 170,886 | 6,393 | 14,329,000 | 1,525,000 | $83.85 |
09/30/2019 | iSHARES TRUST | IJR | 164,493 | 5,951 | 12,804,000 | 393,000 | $77.84 |
06/30/2019 | iSHARES TRUST | IJR | 158,542 | 708 | 12,411,000 | 234,000 | $78.28 |
03/31/2019 | iSHARES TRUST | IJR | 157,834 | 2,175 | 12,177,000 | 1,387,000 | $77.15 |
12/31/2018 | iSHARES TRUST | IJR | 155,659 | 6,215 | 10,790,000 | -2,248,000 | $69.32 |
09/30/2018 | iSHARES TRUST | IJR | 149,444 | 7,748 | 13,038,000 | 1,212,000 | $87.24 |
06/30/2018 | iSHARES TRUST | IJR | 141,696 | 3,383 | 11,826,000 | 1,175,000 | $83.46 |
03/31/2018 | iSHARES TRUST | IJR | 138,313 | 30,167 | 10,651,000 | 2,344,000 | $77.01 |
12/31/2017 | iSHARES TRUST | IJR | 108,146 | 7,243 | 8,307,000 | 818,000 | $76.81 |
09/30/2017 | iSHARES TRUST | IJR | 100,903 | 1,546 | 7,489,000 | 523,000 | $74.22 |
06/30/2017 | iSHARES TRUST | IJR | 99,357 | -124 | 6,966,000 | 86,000 | $70.11 |
03/31/2017 | iSHARES TRUST | IJR | 99,481 | 46,154 | 6,880,000 | -454,000 | $69.16 |
12/31/2016 | iSHARES TRUST | IJR | 53,327 | -2,421 | 7,334,000 | 413,000 | $137.53 |
09/30/2016 | iSHARES TRUST | IJR | 55,748 | -498 | 6,921,000 | 385,000 | $124.15 |
06/30/2016 | iSHARES TRUST | IJR | 56,246 | 56,246 | 6,536,000 | 6,536,000 | $116.20 |
03/31/2016 | iSHARES TRUST | IJR | 54,845 | 54,845 | 6,174,000 | 6,174,000 | $112.57 |
12/31/2015 | iSHARES TRUST | IJR | 56,935 | 56,935 | 6,269,000 | 6,269,000 | $110.11 |
09/30/2015 | iSHARES TRUST | IJR | 56,633 | 56,633 | 6,035,000 | 6,035,000 | $106.56 |
06/30/2015 | iSHARES TRUST | IJR | 54,495 | 54,495 | 6,424,000 | 6,424,000 | $117.88 |
03/31/2015 | iSHARES TRUST | IJR | 54,008 | 54,008 | 6,375,000 | 6,375,000 | $118.04 |
12/31/2014 | iSHARES TRUST | IJR | 52,092 | 4,751 | 5,942,000 | 1,004,000 | $114.07 |
09/30/2014 | iSHARES TRUST | IJR | 47,341 | 47,341 | 4,938,000 | 4,938,000 | $104.31 |
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