INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Transportation Average ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$486,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-7.67%
quarter
iShares Transportation Average ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.89% | 46 shares | -31K | $196.56 | 2.47K |
| Q2 2022 | share | Increase | +5.84% | 134 shares | -102K | $212.9 | 2.42K |
| Q1 2022 | share | Increase | +5.04% | 110 shares | 15K | $269.95 | 2.29K |
| Q4 2021 | share | Increase | +4.55% | 95 shares | 96K | $275.56 | 2.18K |
| Q3 2021 | share | Increase | +1.61% | 33 shares | -27K | $243.18 | 2.08K |
| Q2 2021 | share | Increase | +11.68% | 215 shares | 61K | $259.38 | 2.05K |
| Q1 2021 | share | Increase | +4.60% | 81 shares | 86K | $256.67 | 1.84K |
| Q4 2020 | share | Increase | +36.12% | 467 shares | 131K | $219.14 | 1.76K |
| Q3 2020 | share | Increase | 0.00% | 1.29K shares | 257K | $197.32 | 1.29K |
| Q1 2020 | share | Decrease | -100.00% | -1.10K shares | -217K | $136.47 | 0 |
| Q4 2019 | share | Increase | +0.45% | 5 shares | 11K | $191.9 | 1.10K |
| Q3 2019 | share | Decrease | -6.60% | -78 shares | -16K | $182.1 | 1.10K |
| Q2 2019 | share | Decrease | -9.84% | -129 shares | -24K | $183.35 | 1.18K |
| Q1 2019 | share | Increase | 0.00% | 1.31K shares | 246K | $181.88 | 1.31K |