PHILLIPS FINANCIAL MANAGEMENT, LLC – iShares Global REIT ETF Transaction History
PHILLIPS FINANCIAL MANAGEMENT, LLC portfolio value:
$179,000
portfolio value
iShares Global REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 8.39K shares | 179K | $21.27 | 8.39K |
| Q3 2020 | share | Decrease | -100.00% | -110.22K shares | -2.85M | $20.55 | 0 |
| Q2 2020 | share | Increase | +31.30% | 26.27K shares | 727K | $20.21 | 110.22K |
| Q1 2020 | share | 0.00% | 0 shares | -31K | $18.38 | 83.95K | |
| Q4 2019 | share | Increase | +5.05% | 4.03K shares | 103K | $26.14 | 83.95K |
| Q3 2019 | share | Increase | +10.51% | 7.6K shares | 198K | $25.94 | 79.91K |
| Q2 2019 | share | 0.00% | 0 shares | 11K | $24.41 | 72.31K | |
| Q1 2019 | share | Increase | 0.00% | 72.31K shares | 1.85M | $24.22 | 72.31K |
| Q4 2018 | share | Decrease | -100.00% | -79.68K shares | -2.00M | $21.01 | 0 |
| Q3 2018 | share | Increase | +588.24% | 68.10K shares | 1.71M | $22.4 | 79.68K |
| Q2 2018 | share | Increase | +3.19% | 358 shares | 21K | $22.33 | 11.57K |
| Q1 2018 | share | Decrease | -0.69% | -78 shares | -17K | $21.1 | 11.22K |
| Q4 2017 | share | Decrease | -70.61% | -27.14K shares | -700K | $22.18 | 11.29K |
| Q3 2017 | share | Increase | +217.11% | 26.32K shares | 678K | $21.53 | 38.44K |
| Q2 2017 | share | Increase | +15.25% | 1.60K shares | 41K | $21.24 | 12.12K |
| Q1 2017 | share | Increase | 0.00% | 10.51K shares | 272K | $20.92 | 10.51K |