News + Filings Holdings
|
MISSION WEALTH MANAGEMENT, LP
> SCZ
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | iSHARES TRUST | SCZ | 194,240 | -56,860 | 11,456,273,000 | 11,442,565,000 | $58,979.99 |
| 06/30/2022 | iSHARES TRUST | SCZ | 251,100 | 6,590 | 13,708,000 | -4,163,000 | $54.59 |
| 12/31/2021 | iSHARES TRUST | SCZ | 244,510 | 10,483 | 17,871,000 | 457,000 | $73.09 |
| 09/30/2021 | iSHARES TRUST | SCZ | 234,027 | 5,330 | 17,414,000 | 984,000 | $74.41 |
| 03/31/2021 | iSHARES TRUST | SCZ | 228,697 | 11,325 | 16,430,000 | 1,573,000 | $71.84 |
| 12/31/2020 | iSHARES TRUST | SCZ | 217,372 | 11,239 | 14,857,000 | 2,697,000 | $68.35 |
| 09/30/2020 | iSHARES TRUST | SCZ | 206,133 | -10,866 | 12,160,000 | 525,000 | $58.99 |
| 06/30/2020 | iSHARES TRUST | SCZ | 216,999 | -123,286 | 11,635,000 | -3,620,000 | $53.62 |
| 03/31/2020 | iSHARES TRUST | SCZ | 340,285 | -171,937 | 15,255,000 | -16,646,000 | $44.83 |
| 12/31/2019 | iSHARES TRUST | SCZ | 512,222 | 44,042 | 31,901,000 | 5,107,000 | $62.28 |
| 09/30/2019 | iSHARES TRUST | SCZ | 468,180 | 41,854 | 26,794,000 | 2,323,000 | $57.23 |
| 06/30/2019 | iSHARES TRUST | SCZ | 426,326 | 25,235 | 24,471,000 | 1,432,000 | $57.40 |
| 03/31/2019 | iSHARES TRUST | SCZ | 401,091 | 19,352 | 23,039,000 | 3,257,000 | $57.44 |
| 12/31/2018 | iSHARES TRUST | SCZ | 381,739 | 28,638 | 19,782,000 | -2,209,000 | $51.82 |
| 09/30/2018 | iSHARES TRUST | SCZ | 353,101 | 8,196 | 21,991,000 | 352,000 | $62.28 |
| 06/30/2018 | iSHARES TRUST | SCZ | 344,905 | 30,604 | 21,639,000 | 1,150,000 | $62.74 |
| 03/31/2018 | iSHARES TRUST | SCZ | 314,301 | 24,859 | 20,489,000 | 1,820,000 | $65.19 |
| 12/31/2017 | iSHARES TRUST | SCZ | 289,442 | 12,893 | 18,669,000 | 1,523,000 | $64.50 |
| 09/30/2017 | iSHARES TRUST | SCZ | 276,549 | -3,041 | 17,146,000 | 975,000 | $62.00 |
| 06/30/2017 | iSHARES TRUST | SCZ | 279,590 | -7,087 | 16,171,000 | 650,000 | $57.84 |
| 03/31/2017 | iSHARES TRUST | SCZ | 286,677 | -15,211 | 15,521,000 | 475,000 | $54.14 |
| 12/31/2016 | iSHARES TRUST | SCZ | 301,888 | 73,479 | 15,046,000 | 3,075,000 | $49.84 |
| 09/30/2016 | iSHARES TRUST | SCZ | 228,409 | -40,571 | 11,971,000 | -1,424,000 | $52.41 |
| 03/31/2016 | iSHARES TRUST | SCZ | 268,980 | 268,980 | 13,395,000 | 13,395,000 | $49.80 |
| 12/31/2015 | iSHARES TRUST | SCZ | 279,303 | 4,437 | 13,951,000 | 821,000 | $49.95 |
| 09/30/2015 | iSHARES TRUST | SCZ | 274,866 | 274,866 | 13,130,000 | 13,130,000 | $47.77 |
| 06/30/2015 | iSHARES TRUST | SCZ | 253,458 | 253,458 | 12,539,000 | 12,539,000 | $49.47 |
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