INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares ESG Aware MSCI EM ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$690,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-14.36%
quarter
iShares ESG Aware MSCI EM ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.84% | 1.37K shares | -71K | $27.67 | 24.92K |
| Q2 2022 | share | Decrease | -0.39% | -93 shares | -107K | $32.31 | 23.54K |
| Q1 2022 | share | Increase | +11.73% | 2.48K shares | 27K | $36.73 | 23.64K |
| Q4 2021 | share | Increase | +7.98% | 1.56K shares | 29K | $39.84 | 21.16K |
| Q3 2021 | share | Increase | +16.03% | 2.70K shares | 49K | $41.44 | 19.59K |
| Q2 2021 | share | Increase | +5.51% | 882 shares | 70K | $45.15 | 16.88K |
| Q1 2021 | share | Increase | +29.99% | 3.69K shares | 176K | $43.1 | 16.00K |
| Q4 2020 | share | Increase | +35.23% | 3.20K shares | 193K | $41.77 | 12.31K |
| Q3 2020 | share | Increase | 0.00% | 9.10K shares | 324K | $35.14 | 9.10K |
| Q1 2020 | share | Decrease | -100.00% | -342 shares | -12K | $26.83 | 0 |
| Q4 2019 | share | Increase | 0.00% | 342 shares | 12K | $35.22 | 342 |