PLANTE MORAN FINANCIAL ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
PLANTE MORAN FINANCIAL ADVISORS, LLC portfolio value:
$281,000
portfolio value
PLANTE MORAN FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +87.77% | 2.27K shares | 125K | $57.85 | 4.86K |
| Q2 2022 | share | Increase | +13.54% | 309 shares | -18K | $60.35 | 2.59K |
| Q1 2022 | share | Decrease | -24.54% | -742 shares | -79K | $76.38 | 2.28K |
| Q4 2021 | share | 0.00% | 0 shares | 29K | $84.16 | 3.02K | |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $73.91 | 3.02K | |
| Q2 2021 | share | 0.00% | 0 shares | 23K | $72.62 | 3.02K | |
| Q1 2021 | share | Decrease | -56.28% | -3.89K shares | -244K | $64.94 | 3.02K |
| Q4 2020 | share | Decrease | -12.72% | -1.00K shares | -17K | $63.55 | 6.91K |
| Q3 2020 | share | Increase | +231.83% | 5.53K shares | 334K | $57.4 | 7.92K |
| Q2 2020 | share | 0.00% | 0 shares | 25K | $51.41 | 2.38K | |
| Q1 2020 | share | Increase | +27.02% | 508 shares | 8K | $40.8 | 2.38K |
| Q4 2019 | share | Decrease | -22.57% | -548 shares | -18K | $47.72 | 1.88K |
| Q3 2019 | share | 0.00% | 0 shares | 0 | $44.09 | 2.42K | |
| Q2 2019 | share | 0.00% | 0 shares | 4K | $43.74 | 2.42K | |
| Q1 2019 | share | Decrease | -24.78% | -800 shares | -17K | $41.89 | 2.42K |
| Q4 2018 | share | Increase | +32.95% | 800 shares | 14K | $36.49 | 3.22K |
| Q3 2018 | share | 0.00% | 0 shares | 9K | $42.77 | 2.42K | |
| Q2 2018 | share | Decrease | -5.45% | -140 shares | -1K | $39.15 | 2.42K |
| Q1 2018 | share | Increase | +5.77% | 140 shares | 7K | $37.22 | 2.56K |
| Q4 2017 | share | 0.00% | 0 shares | 6K | $36.56 | 2.42K | |
| Q3 2017 | share | 0.00% | 0 shares | 4K | $34.2 | 2.42K | |
| Q2 2017 | share | Decrease | -6.90% | -180 shares | -3K | $32.52 | 2.42K |
| Q1 2017 | share | 0.00% | 0 shares | 7K | $31.14 | 2.60K | |
| Q4 2016 | share | Decrease | -9.07% | -260 shares | -8K | $28.74 | 2.60K |
| Q3 2016 | share | 0.00% | 0 shares | 3K | $28.59 | 2.86K | |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $27.3 | 2.86K | |
| Q1 2016 | share | Increase | +52.55% | 988 shares | 29K | $27.03 | 2.86K |