News + Filings Holdings
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Sugarloaf Wealth Management, LLC
> NEAR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | NEAR | 24,563 | 8,618 | 1,221,272,000 | 1,219,986,000 | $49,719.99 |
| 09/30/2022 | iSHARES TRUST | NEAR | 15,945 | 6,290 | 1,286,000 | 810,000 | $80.65 |
| 06/30/2022 | iSHARES TRUST | NEAR | 9,655 | 4,050 | 476,000 | 198,000 | $49.30 |
| 03/31/2022 | iSHARES TRUST | NEAR | 5,605 | -2,021 | 278,000 | -103,000 | $49.60 |
| 12/31/2021 | iSHARES TRUST | NEAR | 7,626 | 8 | 381,000 | -1,000 | $49.96 |
| 09/30/2021 | iSHARES TRUST | NEAR | 7,618 | 152 | 382,000 | 7,000 | $50.14 |
| 06/30/2021 | iSHARES TRUST | NEAR | 7,439 | -27 | 373,000 | -2,000 | $50.14 |
| 03/31/2021 | iSHARES TRUST | NEAR | 7,466 | -13,048 | 375,000 | -654,000 | $50.23 |
| 12/31/2020 | iSHARES TRUST | NEAR | 20,514 | 9,961 | 1,029,000 | 149,000 | $50.16 |
| 09/30/2020 | iSHARES TRUST | NEAR | 10,553 | -13,966 | 880,000 | -346,000 | $83.39 |
| 06/30/2020 | iSHARES TRUST | NEAR | 24,519 | 4,700 | 1,226,000 | 265,000 | $50.00 |
| 03/31/2020 | iSHARES TRUST | NEAR | 19,819 | 14,752 | 961,000 | 706,000 | $48.49 |
| 12/31/2019 | iSHARES TRUST | NEAR | 5,067 | 5,067 | 255,000 | 255,000 | $50.33 |
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