INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares S&P 500 Growth ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.66M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.52% | -442 shares | -98K | $57.85 | 28.72K |
| Q2 2022 | share | Increase | +4.71% | 1.31K shares | -367K | $60.35 | 29.16K |
| Q1 2022 | share | Decrease | -3.47% | -1.00K shares | -287K | $76.38 | 27.85K |
| Q4 2021 | share | Increase | +9.39% | 2.47K shares | 464K | $84.16 | 28.85K |
| Q3 2021 | share | Decrease | -10.41% | -3.06K shares | -191K | $73.91 | 26.37K |
| Q2 2021 | share | Decrease | -1.28% | -381 shares | 199K | $72.62 | 29.44K |
| Q1 2021 | share | Increase | +1.87% | 548 shares | 74K | $64.94 | 29.82K |
| Q4 2020 | share | Decrease | -5.24% | -1.62K shares | 83K | $63.55 | 29.27K |
| Q3 2020 | share | Increase | +2.26% | 684 shares | 218K | $57.4 | 30.89K |
| Q2 2020 | share | Increase | 0.00% | 30.21K shares | 1.56M | $51.41 | 30.21K |
| Q1 2020 | share | Decrease | -100.00% | -5.44K shares | -264K | $40.8 | 0 |
| Q4 2019 | share | Decrease | -89.51% | -46.5K shares | -2.07M | $47.72 | 5.44K |
| Q3 2019 | share | Increase | 0.00% | 51.94K shares | 2.33M | $44.09 | 51.94K |
| Q3 2018 | share | Decrease | -100.00% | -61.62K shares | -2.50M | $42.77 | 0 |
| Q2 2018 | share | Decrease | -3.59% | -2.29K shares | 10K | $39.15 | 61.62K |
| Q1 2018 | share | Increase | +87.49% | 29.82K shares | 1.18M | $37.22 | 63.92K |
| Q4 2017 | share | Decrease | -46.68% | -29.84K shares | -976K | $36.56 | 34.09K |
| Q3 2017 | share | Increase | +48.19% | 20.79K shares | 812K | $34.2 | 63.94K |
| Q2 2017 | share | Increase | 0.00% | 43.14K shares | 1.47M | $32.52 | 43.14K |