ZUCKERMAN INVESTMENT GROUP, LLC – iShares Core S&P 500 ETF Transaction History
ZUCKERMAN INVESTMENT GROUP, LLC portfolio value:
$282,000
portfolio value
ZUCKERMAN INVESTMENT GROUP, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.78% | -115 shares | -59K | $358.65 | 785 |
| Q2 2022 | share | Increase | +14.65% | 115 shares | -15K | $379.15 | 900 |
| Q1 2022 | share | 0.00% | 0 shares | -18K | $453.69 | 785 | |
| Q4 2021 | share | 0.00% | 0 shares | 36K | $478.18 | 785 | |
| Q3 2021 | share | Decrease | -0.63% | -5 shares | -2K | $430.82 | 785 |
| Q2 2021 | share | 0.00% | 0 shares | 26K | $428.29 | 790 | |
| Q1 2021 | share | Increase | +24.41% | 155 shares | 76K | $395.17 | 790 |
| Q4 2020 | share | 0.00% | 0 shares | 25K | $371.65 | 635 | |
| Q3 2020 | share | Increase | 0.00% | 635 shares | 213K | $331.25 | 635 |