MARSHALL FINANCIAL GROUP INC /ADV – iShares Core Growth Allocation ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$213,000
portfolio value
iShares Core Growth Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 4.75K shares | 213K | $44.78 | 4.75K |
| Q2 2022 | share | Decrease | -100.00% | -4.05K shares | -219K | $48 | 0 |
| Q1 2022 | share | Increase | +1.30% | 52 shares | -10K | $53.96 | 4.05K |
| Q4 2021 | share | Decrease | -11.99% | -546 shares | -24K | $57.21 | 4.00K |
| Q3 2021 | share | Increase | +0.82% | 37 shares | 0 | $55.33 | 4.55K |
| Q2 2021 | share | Decrease | -5.05% | -240 shares | -2K | $55.59 | 4.51K |
| Q1 2021 | share | Decrease | -33.28% | -2.37K shares | -117K | $53.05 | 4.75K |
| Q4 2020 | share | Increase | +14.82% | 920 shares | 71K | $51.71 | 7.12K |
| Q3 2020 | share | Increase | +5.56% | 327 shares | 28K | $47.51 | 6.20K |
| Q2 2020 | share | Increase | +1.43% | 83 shares | 33K | $45.21 | 5.88K |
| Q1 2020 | share | Increase | +27.91% | 1.26K shares | 23K | $40.14 | 5.79K |
| Q4 2019 | share | Increase | 0.00% | 4.53K shares | 217K | $46.41 | 4.53K |
| Q2 2019 | share | Decrease | -100.00% | -4.70K shares | -210K | $43.67 | 0 |
| Q1 2019 | share | Decrease | -15.03% | -832 shares | -19K | $42.23 | 4.70K |
| Q4 2018 | share | Increase | 0.00% | 5.53K shares | 229K | $39.03 | 5.53K |