INSTITUTE FOR WEALTH MANAGEMENT, LLC. – iShares ESG U.S. Aggregate Bond ETF Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$561,000
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
-5.11%
quarter
iShares ESG U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -11.38% | -1.55K shares | -106K | $46.44 | 12.07K |
| Q2 2022 | share | Increase | +11.79% | 1.43K shares | 38K | $48.94 | 13.62K |
| Q1 2022 | share | Increase | +16.14% | 1.69K shares | 50K | $51.64 | 12.18K |
| Q4 2021 | share | Increase | 0.00% | 10.49K shares | 579K | $54.93 | 10.49K |