INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares MSCI EAFE Growth ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$789,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-9.85%
quarter
iShares MSCI EAFE Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.83% | -203 shares | -103K | $72.56 | 10.88K |
| Q2 2022 | share | Increase | +8.81% | 897 shares | -89K | $80.49 | 11.08K |
| Q1 2022 | share | Decrease | -2.33% | -243 shares | -169K | $96.27 | 10.18K |
| Q4 2021 | share | Increase | +13.13% | 1.21K shares | 168K | $110.32 | 10.42K |
| Q3 2021 | share | Decrease | -10.45% | -1.07K shares | -122K | $106.47 | 9.21K |
| Q2 2021 | share | Increase | +0.56% | 57 shares | 75K | $107.28 | 10.29K |
| Q1 2021 | share | Increase | +0.73% | 74 shares | 3K | $99.64 | 10.23K |
| Q4 2020 | share | Decrease | -7.89% | -871 shares | 34K | $100.09 | 10.16K |
| Q3 2020 | share | Decrease | -0.64% | -71 shares | 69K | $88.83 | 11.03K |
| Q2 2020 | share | Increase | +48.75% | 3.64K shares | 392K | $82.14 | 11.10K |
| Q1 2020 | share | Decrease | -51.17% | -7.82K shares | -791K | $69.85 | 7.46K |
| Q4 2019 | share | Decrease | -10.04% | -1.70K shares | -46K | $84.93 | 15.29K |
| Q3 2019 | share | Increase | 0.00% | 16.99K shares | 1.36M | $78.63 | 16.99K |
| Q4 2017 | share | Decrease | -100.00% | -8.33K shares | -645K | $76.51 | 0 |
| Q3 2017 | share | Increase | 0.00% | 8.33K shares | 645K | $73 | 8.33K |