INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares MSCI USA Quality Factor ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.17M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-6.97%
quarter
iShares MSCI USA Quality Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.93% | -1.24K shares | -377K | $103.94 | 30.51K |
| Q2 2022 | share | Decrease | -6.17% | -2.08K shares | -1.00M | $111.73 | 31.76K |
| Q1 2022 | share | Decrease | -2.32% | -805 shares | -488K | $134.63 | 33.85K |
| Q4 2021 | share | Decrease | -9.71% | -3.72K shares | -11K | $145.91 | 34.65K |
| Q3 2021 | share | Decrease | -0.86% | -334 shares | -88K | $131.73 | 38.38K |
| Q2 2021 | share | Decrease | -1.26% | -493 shares | 369K | $132.46 | 38.71K |
| Q1 2021 | share | Decrease | -10.40% | -4.55K shares | -310K | $121.06 | 39.20K |
| Q4 2020 | share | Decrease | -1.25% | -554 shares | 488K | $115 | 43.76K |
| Q3 2020 | share | Increase | +0.62% | 271 shares | 372K | $102.29 | 44.31K |
| Q2 2020 | share | Decrease | -16.77% | -8.87K shares | -64K | $94.16 | 44.04K |
| Q1 2020 | share | Increase | +11.19% | 5.32K shares | -518K | $79.26 | 52.92K |
| Q4 2019 | share | Increase | 0.00% | 47.59K shares | 4.80M | $98.26 | 47.59K |
| Q2 2017 | share | Decrease | -100.00% | -85.77K shares | -5.53M | $69.18 | 0 |