News + Filings Holdings
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Live Oak Private Wealth LLC
> NEAR
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | NEAR | 16,913 | 2,310 | 840,914,000 | 116,605,000 | $49,719.98 |
| 03/31/2023 | iSHARES TRUST | NEAR | 14,603 | -58,951 | 724,309,000 | 720,686,000 | $49,600.01 |
| 06/30/2022 | iSHARES TRUST | NEAR | 73,554 | 6,746 | 3,623,000 | 311,000 | $49.26 |
| 03/31/2022 | iSHARES TRUST | NEAR | 66,808 | -43,085 | 3,312,000 | -2,177,000 | $49.57 |
| 12/31/2021 | iSHARES TRUST | NEAR | 109,893 | 6,308 | 5,489,000 | 295,000 | $49.95 |
| 09/30/2021 | iSHARES TRUST | NEAR | 103,585 | 69,361 | 5,194,000 | 3,477,000 | $50.14 |
| 06/30/2021 | iSHARES TRUST | NEAR | 34,224 | 12,032 | 1,717,000 | 603,000 | $50.17 |
| 03/31/2021 | iSHARES TRUST | NEAR | 22,192 | 22,192 | 1,114,000 | 1,114,000 | $50.20 |
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