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Ascent Wealth Partners, LLC
> IVE
Date | Name | Ticker | Shares | Change | Value | Change | Price |
06/30/2023 | iSHARES TRUST | IVE | 16,058 | -4,012 | 2,588,357,000 | -322,025,000 | $161,188.01 |
12/31/2022 | iSHARES TRUST | IVE | 20,070 | -366 | 2,910,382,000 | 2,907,756,000 | $145,011.56 |
09/30/2022 | iSHARES TRUST | IVE | 20,436 | 650 | 2,626,000 | -94,000 | $128.50 |
06/30/2022 | iSHARES TRUST | IVE | 19,786 | 1,234 | 2,720,000 | -169,000 | $137.47 |
03/31/2022 | iSHARES TRUST | IVE | 18,552 | 3,746 | 2,889,000 | 570,000 | $155.72 |
12/31/2021 | iSHARES TRUST | IVE | 14,806 | 251 | 2,319,000 | 202,000 | $156.63 |
09/30/2021 | iSHARES TRUST | IVE | 14,555 | -216 | 2,117,000 | -64,000 | $145.45 |
06/30/2021 | iSHARES TRUST | IVE | 14,771 | -399 | 2,181,000 | 38,000 | $147.65 |
03/31/2021 | iSHARES TRUST | IVE | 15,170 | 3,707 | 2,143,000 | 675,000 | $141.27 |
12/31/2020 | iSHARES TRUST | IVE | 11,463 | -358 | 1,468,000 | 139,000 | $128.06 |
09/30/2020 | iSHARES TRUST | IVE | 11,821 | -449 | 1,329,000 | 1,000 | $112.43 |
06/30/2020 | iSHARES TRUST | IVE | 12,270 | -4,289 | 1,328,000 | -266,000 | $108.23 |
03/31/2020 | iSHARES TRUST | IVE | 16,559 | 2,326 | 1,594,000 | -258,000 | $96.26 |
12/31/2019 | iSHARES TRUST | IVE | 14,233 | -55 | 1,852,000 | 150,000 | $130.12 |
09/30/2019 | iSHARES TRUST | IVE | 14,288 | -93 | 1,702,000 | 26,000 | $119.12 |
06/30/2019 | iSHARES TRUST | IVE | 14,381 | 184 | 1,676,000 | 75,000 | $116.54 |
03/31/2019 | iSHARES TRUST | IVE | 14,197 | -79 | 1,601,000 | 157,000 | $112.77 |
12/31/2018 | iSHARES TRUST | IVE | 14,276 | 14,276 | 1,444,000 | 1,444,000 | $101.15 |
09/30/2018 | iSHARES TRUST | IVE | 13,465 | 13,465 | 1,560,000 | 1,560,000 | $115.86 |
06/30/2018 | iSHARES TRUST | IVE | 12,574 | 12,574 | 1,385,000 | 1,385,000 | $110.15 |
03/31/2018 | iSHARES TRUST | IVE | 11,207 | 11,207 | 1,225,000 | 1,225,000 | $109.31 |
12/31/2017 | iSHARES TRUST | IVE | 11,311 | 11,311 | 1,292,000 | 1,292,000 | $114.23 |
09/30/2017 | iSHARES TRUST | IVE | 6,359 | 6,359 | 686,000 | 686,000 | $107.88 |
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