INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares MSCI KLD 400 Social ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.61M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.86%
quarter
iShares MSCI KLD 400 Social ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.78% | 1.10K shares | -40K | $66.97 | 24.11K |
| Q2 2022 | share | Increase | +0.28% | 64 shares | -333K | $71.9 | 23.01K |
| Q1 2022 | share | Increase | +1.60% | 362 shares | -111K | $86.62 | 22.94K |
| Q4 2021 | share | Increase | +12.80% | 2.56K shares | 433K | $93.1 | 22.58K |
| Q3 2021 | share | Increase | +9.39% | 1.71K shares | 150K | $83.21 | 20.02K |
| Q2 2021 | share | Increase | +3.48% | 616 shares | 165K | $82.59 | 18.30K |
| Q1 2021 | share | Increase | +3.63% | 619 shares | 130K | $75.98 | 17.68K |
| Q4 2020 | share | Increase | +38.26% | 4.72K shares | 431K | $70.97 | 17.07K |
| Q3 2020 | share | Increase | +147.12% | 7.35K shares | 495K | $63.27 | 12.34K |
| Q2 2020 | share | Increase | 0.00% | 4.99K shares | 295K | $58.15 | 4.99K |
| Q1 2020 | share | Decrease | -100.00% | -482 shares | -29K | $47.84 | 0 |
| Q4 2019 | share | Increase | 0.00% | 482 shares | 29K | $58.68 | 482 |