INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares Short Treasury Bond ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$2.25M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-0.09%
quarter
iShares Short Treasury Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.22% | -901 shares | -101K | $110 | 20.46K |
| Q2 2022 | share | Decrease | -1.13% | -244 shares | -30K | $110.1 | 21.36K |
| Q1 2022 | share | Decrease | -14.53% | -3.67K shares | -409K | $110.25 | 21.60K |
| Q4 2021 | share | Increase | +1.11% | 277 shares | 29K | $110.42 | 25.28K |
| Q3 2021 | share | Decrease | -0.27% | -67 shares | -8K | $110.47 | 25.00K |
| Q2 2021 | share | Decrease | -5.38% | -1.42K shares | -158K | $110.49 | 25.07K |
| Q1 2021 | share | Decrease | -6.46% | -1.83K shares | -203K | $110.51 | 26.49K |
| Q4 2020 | share | Decrease | -1.53% | -440 shares | -53K | $110.53 | 28.32K |
| Q3 2020 | share | Increase | +3.96% | 1.09K shares | 120K | $110.52 | 28.76K |
| Q2 2020 | share | Increase | +46.18% | 8.74K shares | 962K | $110.53 | 27.67K |
| Q1 2020 | share | Increase | +13.56% | 2.26K shares | 261K | $110.51 | 18.92K |
| Q4 2019 | share | Decrease | -15.10% | -2.96K shares | -331K | $109.65 | 16.66K |
| Q3 2019 | share | Decrease | -24.89% | -6.50K shares | -720K | $109.09 | 19.63K |
| Q2 2019 | share | Decrease | -5.27% | -1.45K shares | -160K | $108.51 | 26.14K |
| Q1 2019 | share | Increase | 0.00% | 27.59K shares | 3.05M | $107.79 | 27.59K |
| Q4 2018 | share | Decrease | -100.00% | -47.04K shares | -5.20M | $107.12 | 0 |
| Q3 2018 | share | Decrease | -13.62% | -7.42K shares | -826K | $106.52 | 47.04K |
| Q2 2018 | share | Increase | +138.46% | 31.62K shares | 3.49M | $106.05 | 54.46K |
| Q1 2018 | share | Increase | +438.30% | 18.59K shares | 2.06M | $105.62 | 22.84K |
| Q4 2017 | share | Decrease | -71.11% | -10.44K shares | -1.15M | $105.3 | 4.24K |
| Q3 2017 | share | Decrease | -13.37% | -2.26K shares | -251K | $105.11 | 14.68K |
| Q2 2017 | share | Increase | 0.00% | 16.95K shares | 1.87M | $104.85 | 16.95K |