MARSHALL FINANCIAL GROUP INC /ADV – iShares Core U.S. REIT ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$2.92M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.17% | 5.17K shares | -88K | $47.5 | 61.58K |
| Q2 2022 | share | Increase | +22.44% | 10.33K shares | 34K | $53.4 | 56.41K |
| Q1 2022 | share | Increase | +9.40% | 3.95K shares | 132K | $64.65 | 46.07K |
| Q4 2021 | share | Increase | +13.04% | 4.86K shares | 662K | $67.47 | 42.11K |
| Q3 2021 | share | Increase | +21.45% | 6.58K shares | 395K | $58.65 | 37.25K |
| Q2 2021 | share | Increase | +20.18% | 5.15K shares | 452K | $58.09 | 30.67K |
| Q1 2021 | share | Increase | +2.28% | 569 shares | 130K | $51.87 | 25.52K |
| Q4 2020 | share | Decrease | -0.35% | -87 shares | 113K | $47.62 | 24.95K |
| Q3 2020 | share | Decrease | -10.17% | -2.83K shares | -117K | $42.66 | 25.04K |
| Q2 2020 | share | Increase | +2.90% | 785 shares | 151K | $42.06 | 27.87K |
| Q1 2020 | share | Increase | +333.99% | 20.85K shares | 720K | $37.62 | 27.09K |
| Q4 2019 | share | Increase | +28.25% | 1.37K shares | 71K | $51.82 | 6.24K |
| Q3 2019 | share | 0.00% | 0 shares | 17K | $52.2 | 4.86K | |
| Q2 2019 | share | Increase | +0.16% | 8 shares | 2K | $48.48 | 4.86K |
| Q1 2019 | share | Increase | +0.21% | 10 shares | 33K | $47.85 | 4.86K |
| Q4 2018 | share | Increase | 0.00% | 4.85K shares | 218K | $41.14 | 4.85K |