INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares ESG Aware MSCI USA ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$3.34M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.92% | 1.58K shares | -56K | $79.41 | 42.09K |
| Q2 2022 | share | Increase | +0.67% | 268 shares | -680K | $83.9 | 40.51K |
| Q1 2022 | share | Increase | +1.21% | 482 shares | -211K | $101.35 | 40.24K |
| Q4 2021 | share | Increase | +15.09% | 5.21K shares | 888K | $108.23 | 39.76K |
| Q3 2021 | share | Increase | +11.10% | 3.45K shares | 340K | $98.46 | 34.55K |
| Q2 2021 | share | Increase | +0.92% | 285 shares | 262K | $98.16 | 31.09K |
| Q1 2021 | share | Increase | +11.53% | 3.18K shares | 423K | $90.36 | 30.81K |
| Q4 2020 | share | Increase | +34.12% | 7.02K shares | 807K | $85.28 | 27.62K |
| Q3 2020 | share | Increase | +90.01% | 9.75K shares | 811K | $75.29 | 20.59K |
| Q2 2020 | share | Increase | +156.47% | 6.61K shares | 516K | $68.88 | 10.84K |
| Q1 2020 | share | Increase | +35.57% | 1.10K shares | 21K | $56.37 | 4.22K |
| Q4 2019 | share | Increase | 0.00% | 3.11K shares | 222K | $69.6 | 3.11K |