INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Core S&P 500 ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.37M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -79K | $358.65 | 3.82K | |
| Q2 2022 | share | 0.00% | 0 shares | -285K | $379.15 | 3.82K | |
| Q1 2022 | share | Decrease | -0.55% | -21 shares | -99K | $453.69 | 3.82K |
| Q4 2021 | share | Decrease | -3.75% | -150 shares | 113K | $478.18 | 3.85K |
| Q3 2021 | share | Increase | +1.73% | 68 shares | 33K | $430.82 | 4K |
| Q2 2021 | share | Decrease | -60.38% | -5.99K shares | -2.25M | $428.29 | 3.93K |
| Q1 2021 | share | Decrease | -42.61% | -7.37K shares | -2.54M | $395.17 | 9.92K |
| Q4 2020 | share | Increase | +1.51% | 257 shares | 766K | $371.65 | 17.29K |
| Q3 2020 | share | Decrease | -10.69% | -2.03K shares | -182K | $331.25 | 17.03K |
| Q2 2020 | share | Increase | +17.82% | 2.88K shares | 1.72M | $303.84 | 19.07K |
| Q1 2020 | share | Decrease | -15.82% | -3.04K shares | -2.03M | $252.48 | 16.19K |
| Q4 2019 | share | Decrease | -1.14% | -221 shares | 409K | $313.89 | 19.23K |
| Q3 2019 | share | Decrease | -5.03% | -1.03K shares | -230K | $288.05 | 19.45K |
| Q2 2019 | share | Increase | +266.87% | 14.90K shares | 4.44M | $283 | 20.48K |
| Q1 2019 | share | Increase | 0.00% | 5.58K shares | 1.58M | $271.55 | 5.58K |
| Q4 2018 | share | Decrease | -100.00% | -14.24K shares | -4.17M | $239.15 | 0 |
| Q3 2018 | share | Decrease | -37.36% | -8.49K shares | -2.03M | $276.32 | 14.24K |
| Q2 2018 | share | Increase | +0.35% | 80 shares | 67K | $256.62 | 22.73K |
| Q1 2018 | share | Increase | +391.58% | 18.04K shares | 4.89M | $248.24 | 22.65K |
| Q4 2017 | share | Increase | 0.00% | 4.60K shares | 1.23M | $250.34 | 4.60K |
| Q3 2017 | share | Decrease | -100.00% | -9.83K shares | -2.39M | $234.4 | 0 |
| Q2 2017 | share | Increase | 0.00% | 9.83K shares | 2.39M | $224.43 | 9.83K |