AVIDIAN WEALTH SOLUTIONS, LLC – iShares ESG Aware MSCI USA ETF Transaction History
AVIDIAN WEALTH SOLUTIONS, LLC portfolio value:
$7.72M
portfolio value
AVIDIAN WEALTH SOLUTIONS, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.91% | -2.91K shares | -681K | $79.41 | 97.23K |
| Q2 2022 | share | Increase | +10.12% | 9.20K shares | -815K | $83.9 | 100.15K |
| Q1 2022 | share | Increase | +29.00% | 20.44K shares | 1.61M | $101.35 | 90.95K |
| Q4 2021 | share | Increase | +126.57% | 39.38K shares | 4.54M | $108.23 | 70.50K |
| Q3 2021 | share | Increase | +6.15% | 1.80K shares | 177K | $98.46 | 31.11K |
| Q2 2021 | share | Decrease | -12.01% | -4K shares | -140K | $98.16 | 29.31K |
| Q1 2021 | share | Increase | 0.00% | 33.31K shares | 3.02M | $90.36 | 33.31K |
| Q4 2020 | share | Increase | +21.08% | 4.93K shares | 654K | $85.28 | 28.34K |
| Q3 2020 | share | Increase | +29.89% | 5.38K shares | 523K | $75.29 | 23.40K |
| Q2 2020 | share | Increase | +114.01% | 9.60K shares | 777K | $68.88 | 18.02K |
| Q1 2020 | share | Increase | 0.00% | 8.42K shares | 484K | $56.37 | 8.42K |