INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Russell 1000 Value ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$573,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.19% | -139 shares | -58K | $135.99 | 4.21K |
| Q2 2022 | share | Increase | +18.94% | 693 shares | 24K | $144.97 | 4.35K |
| Q1 2022 | share | Increase | +9.26% | 310 shares | 45K | $165.98 | 3.65K |
| Q4 2021 | share | 0.00% | 0 shares | 38K | $167.97 | 3.34K | |
| Q3 2021 | share | Decrease | -13.35% | -516 shares | -89K | $156.51 | 3.34K |
| Q2 2021 | share | Increase | +9.09% | 322 shares | 76K | $157.82 | 3.86K |
| Q1 2021 | share | 0.00% | 0 shares | 53K | $150.24 | 3.54K | |
| Q4 2020 | share | Increase | 0.00% | 3.54K shares | 484K | $134.99 | 3.54K |
| Q1 2020 | share | Decrease | -100.00% | -254 shares | -35K | $96.29 | 0 |
| Q4 2019 | share | Increase | 0.00% | 254 shares | 35K | $131.41 | 254 |