INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Core U.S. Aggregate Bond ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$592,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.13% | -769 shares | -111K | $96.34 | 6.14K |
| Q2 2022 | share | Decrease | -23.69% | -2.14K shares | -267K | $101.68 | 6.91K |
| Q1 2022 | share | Decrease | -18.84% | -2.10K shares | -303K | $107.1 | 9.05K |
| Q4 2021 | share | Increase | +3.40% | 367 shares | 34K | $114.12 | 11.15K |
| Q3 2021 | share | Increase | +2.12% | 224 shares | 20K | $114.31 | 10.79K |
| Q2 2021 | share | Decrease | -1.52% | -163 shares | -2K | $114.32 | 10.56K |
| Q1 2021 | share | Increase | +18.73% | 1.69K shares | 153K | $112.33 | 10.73K |
| Q4 2020 | share | Increase | +8.15% | 681 shares | 81K | $116.25 | 9.03K |
| Q3 2020 | share | Increase | +16.88% | 1.20K shares | 142K | $115.41 | 8.35K |
| Q2 2020 | share | Increase | +10.51% | 680 shares | 99K | $114.95 | 7.14K |
| Q1 2020 | share | Increase | +9.07% | 538 shares | 79K | $111.52 | 6.46K |
| Q4 2019 | share | Increase | +9.89% | 534 shares | 56K | $108.17 | 5.93K |
| Q3 2019 | share | Increase | +103.58% | 2.74K shares | 316K | $108.03 | 5.39K |
| Q2 2019 | share | Decrease | -96.95% | -84.21K shares | -9.69M | $105.56 | 2.65K |
| Q1 2019 | share | Increase | 0.00% | 86.87K shares | 9.99M | $102.66 | 86.87K |
| Q2 2018 | share | Decrease | -100.00% | -15.70K shares | -1.66M | $98 | 0 |
| Q1 2018 | share | Decrease | -31.20% | -7.12K shares | -825K | $98.18 | 15.70K |
| Q4 2017 | share | Decrease | -16.27% | -4.43K shares | -496K | $99.64 | 22.82K |
| Q3 2017 | share | Increase | +2.36% | 629 shares | 67K | $99.22 | 27.25K |
| Q2 2017 | share | Decrease | -12.71% | -3.87K shares | -375K | $98.53 | 26.62K |