INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Russell 3000 ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.93M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -96K | $207.04 | 9.36K | |
| Q2 2022 | share | 0.00% | 0 shares | -422K | $217.39 | 9.36K | |
| Q1 2022 | share | 0.00% | 0 shares | -141K | $262.37 | 9.36K | |
| Q4 2021 | share | 0.00% | 0 shares | 212K | $278.5 | 9.36K | |
| Q3 2021 | share | 0.00% | 0 shares | -10K | $254.85 | 9.36K | |
| Q2 2021 | share | 0.00% | 0 shares | 175K | $255.1 | 9.36K | |
| Q1 2021 | share | Increase | +1.56% | 144 shares | 160K | $235.97 | 9.36K |
| Q4 2020 | share | Increase | +13.49% | 1.09K shares | 471K | $221.71 | 9.21K |
| Q3 2020 | share | Increase | 0.00% | 8.12K shares | 1.59M | $193.36 | 8.12K |