INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares MSCI USA Momentum Factor ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$490,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-3.81%
quarter
iShares MSCI USA Momentum Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -1.06% | -40 shares | -25K | $131.18 | 3.73K |
| Q2 2022 | share | Increase | +0.03% | 1 shares | -120K | $136.37 | 3.77K |
| Q1 2022 | share | Increase | +0.05% | 2 shares | -51K | $168.27 | 3.77K |
| Q4 2021 | share | Decrease | -6.65% | -269 shares | -24K | $182.36 | 3.77K |
| Q3 2021 | share | Increase | +0.02% | 1 shares | 9K | $175.6 | 4.04K |
| Q2 2021 | share | 0.00% | 0 shares | 51K | $173.11 | 4.04K | |
| Q1 2021 | share | Decrease | -1.03% | -42 shares | -9K | $160.45 | 4.04K |
| Q4 2020 | share | Increase | +8.39% | 316 shares | 104K | $160.78 | 4.08K |
| Q3 2020 | share | Increase | +13.43% | 446 shares | 120K | $146.65 | 3.76K |
| Q2 2020 | share | Decrease | -5.92% | -209 shares | 59K | $130.11 | 3.32K |
| Q1 2020 | share | Decrease | -3.47% | -127 shares | -83K | $105.47 | 3.53K |
| Q4 2019 | share | Increase | +0.27% | 10 shares | 24K | $123.82 | 3.65K |
| Q3 2019 | share | Decrease | -1.75% | -65 shares | -5K | $117.12 | 3.64K |
| Q2 2019 | share | Decrease | -0.13% | -5 shares | 23K | $116.07 | 3.71K |
| Q1 2019 | share | Decrease | -6.39% | -254 shares | 19K | $109.37 | 3.71K |
| Q4 2018 | share | Increase | 0.00% | 3.97K shares | 398K | $97.3 | 3.97K |