INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Invesco FTSE RAFI US 1000 ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.86M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.36%
quarter
Invesco FTSE RAFI US 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.58% | -79 shares | -139K | $138.77 | 13.47K |
| Q2 2022 | share | Decrease | -0.70% | -95 shares | -323K | $148.2 | 13.54K |
| Q1 2022 | share | Decrease | -0.50% | -69 shares | -24K | $170.86 | 13.64K |
| Q4 2021 | share | Decrease | -0.22% | -30 shares | 179K | $171.6 | 13.71K |
| Q3 2021 | share | 0.00% | 0 shares | -27K | $158.36 | 13.74K | |
| Q2 2021 | share | Decrease | -0.56% | -78 shares | 107K | $159.64 | 13.74K |
| Q1 2021 | share | 0.00% | 0 shares | 255K | $150.5 | 13.82K | |
| Q4 2020 | share | 0.00% | 0 shares | 268K | $131.58 | 13.82K | |
| Q3 2020 | share | Decrease | -1.85% | -261 shares | 48K | $111.9 | 13.82K |
| Q2 2020 | share | Increase | +0.18% | 25 shares | 226K | $105.94 | 14.08K |
| Q1 2020 | share | Decrease | -1.22% | -174 shares | -504K | $89.86 | 14.05K |
| Q4 2019 | share | Increase | +0.01% | 1 shares | 126K | $122.03 | 14.23K |
| Q3 2019 | share | 0.00% | 0 shares | 17K | $112.83 | 14.23K | |
| Q2 2019 | share | Decrease | -3.50% | -516 shares | -12K | $111.02 | 14.23K |
| Q1 2019 | share | Decrease | -1.38% | -206 shares | 153K | $107.31 | 14.74K |
| Q4 2018 | share | Increase | 0.00% | 14.95K shares | 1.51M | $95.77 | 14.95K |