INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares MSCI USA Min Vol Factor ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.81M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.89% | -4.94K shares | -584K | $66.1 | 57.66K |
| Q2 2022 | share | Increase | +465.00% | 51.52K shares | 3.53M | $70.21 | 62.60K |
| Q1 2022 | share | Decrease | -1.32% | -148 shares | -48K | $77.57 | 11.08K |
| Q4 2021 | share | Increase | +10.19% | 1.03K shares | 159K | $81 | 11.22K |
| Q3 2021 | share | Decrease | -8.97% | -1.00K shares | -75K | $73.5 | 10.19K |
| Q2 2021 | share | Decrease | -0.16% | -18 shares | 48K | $73.33 | 11.19K |
| Q1 2021 | share | Increase | +1.62% | 179 shares | 27K | $68.73 | 11.21K |
| Q4 2020 | share | Decrease | -6.37% | -751 shares | -2K | $67.16 | 11.03K |
| Q3 2020 | share | Decrease | -0.92% | -110 shares | 30K | $62.77 | 11.78K |
| Q2 2020 | share | Decrease | -8.30% | -1.07K shares | 20K | $59.41 | 11.89K |
| Q1 2020 | share | Decrease | -13.31% | -1.99K shares | -281K | $52.66 | 12.97K |
| Q4 2019 | share | Decrease | -14.52% | -2.54K shares | -140K | $63.58 | 14.96K |
| Q3 2019 | share | Decrease | -40.97% | -12.15K shares | -709K | $61.76 | 17.50K |
| Q2 2019 | share | Increase | +34.51% | 7.60K shares | 533K | $59.21 | 29.65K |
| Q1 2019 | share | Increase | +69.98% | 9.07K shares | 618K | $56.1 | 22.04K |
| Q4 2018 | share | Increase | 0.00% | 12.97K shares | 680K | $49.79 | 12.97K |
| Q1 2018 | share | Decrease | -100.00% | -6.73K shares | -355K | $48.55 | 0 |
| Q4 2017 | share | Increase | 0.00% | 6.73K shares | 355K | $49.12 | 6.73K |
| Q2 2017 | share | Decrease | -100.00% | -155.01K shares | -6.48M | $45.13 | 0 |