INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Core S&P Total U.S. Stock Market ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$544,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.66% | 45 shares | -25K | $79.54 | 6.84K |
| Q2 2022 | share | Increase | +0.32% | 22 shares | -115K | $83.78 | 6.79K |
| Q1 2022 | share | Increase | +0.46% | 31 shares | -37K | $100.94 | 6.77K |
| Q4 2021 | share | Increase | +0.69% | 46 shares | 62K | $107.29 | 6.74K |
| Q3 2021 | share | Increase | +0.97% | 64 shares | 4K | $98.38 | 6.69K |
| Q2 2021 | share | Increase | +0.18% | 12 shares | 49K | $98.41 | 6.63K |
| Q1 2021 | share | Increase | +1.07% | 70 shares | 41K | $91.05 | 6.62K |
| Q4 2020 | share | Increase | +81.49% | 2.94K shares | 293K | $85.42 | 6.55K |
| Q3 2020 | share | Increase | 0.00% | 3.60K shares | 272K | $74.49 | 3.60K |
| Q1 2020 | share | Decrease | -100.00% | -349 shares | -25K | $55.97 | 0 |
| Q4 2019 | share | Increase | 0.00% | 349 shares | 25K | $70.77 | 349 |