MARSHALL FINANCIAL GROUP INC /ADV – iShares Core Aggressive Allocation ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$325,000
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.68% | 153 shares | -16K | $55.45 | 5.85K |
| Q2 2022 | share | Decrease | -10.28% | -653 shares | -97K | $59.89 | 5.70K |
| Q1 2022 | share | Increase | +7.49% | 443 shares | 8K | $68.94 | 6.35K |
| Q4 2021 | share | Increase | +3.38% | 193 shares | 31K | $72.97 | 5.91K |
| Q3 2021 | share | Increase | +1.91% | 107 shares | 3K | $69.66 | 5.71K |
| Q2 2021 | share | Decrease | -14.62% | -961 shares | -44K | $70.11 | 5.61K |
| Q1 2021 | share | Increase | +11.81% | 694 shares | 63K | $66.31 | 6.57K |
| Q4 2020 | share | Increase | 0.00% | 5.87K shares | 377K | $63.59 | 5.87K |
| Q3 2020 | share | Decrease | -100.00% | -4.08K shares | -224K | $56.93 | 0 |
| Q2 2020 | share | Increase | 0.00% | 4.08K shares | 224K | $53.52 | 4.08K |