WHARTON BUSINESS GROUP, LLC – iShares ESG Screened S&P 500 ETF Transaction History
WHARTON BUSINESS GROUP, LLC portfolio value:
$1.99M
portfolio value
WHARTON BUSINESS GROUP, LLC quarter portfolio value change:
-5.49%
quarter
iShares ESG Screened S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.67% | 7.77K shares | 104K | $26.83 | 74.41K |
| Q2 2022 | share | Increase | +3.88% | 2.49K shares | -313K | $28.39 | 66.64K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $34.37 | 64.15K | |
| Q4 2021 | share | Decrease | -2.17% | -1.42K shares | 185K | $36.85 | 64.15K |
| Q3 2021 | share | Increase | +13.04% | 7.56K shares | 260K | $33.11 | 65.57K |
| Q2 2021 | share | Increase | +127.18% | 32.47K shares | 1.13M | $32.85 | 58.01K |
| Q1 2021 | share | Increase | 0.00% | 25.53K shares | 775K | $30.21 | 25.53K |