INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares U.S. Medical Devices ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$1.30M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.46%
quarter
iShares U.S. Medical Devices ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.23% | 602 shares | -60K | $47.18 | 27.59K |
| Q2 2022 | share | Increase | +5.04% | 1.29K shares | -205K | $50.44 | 26.99K |
| Q1 2022 | share | Increase | +3.23% | 805 shares | -72K | $60.96 | 25.69K |
| Q4 2021 | share | Increase | +5.95% | 1.39K shares | 164K | $66.23 | 24.89K |
| Q3 2021 | share | Increase | +14.77% | 3.02K shares | 243K | $62.78 | 23.49K |
| Q2 2021 | share | Increase | +5.50% | 1.06K shares | 164K | $60.15 | 20.47K |
| Q1 2021 | share | Increase | +19.07% | 3.10K shares | 179K | $54.99 | 19.40K |
| Q4 2020 | share | Increase | +48.09% | 5.29K shares | 339K | $54.47 | 16.29K |
| Q3 2020 | share | Increase | +9.69% | 972 shares | 107K | $49.8 | 11.00K |
| Q2 2020 | share | Increase | +8.78% | 810 shares | 97K | $43.98 | 10.03K |
| Q1 2020 | share | Decrease | -8.62% | -870 shares | -99K | $37.4 | 9.22K |
| Q4 2019 | share | Increase | +100.00% | 5.04K shares | 237K | $43.87 | 10.09K |
| Q3 2019 | share | Increase | 0.00% | 5.04K shares | 208K | $40.97 | 5.04K |