MERRIMAN WEALTH MANAGEMENT, LLC – iShares ESG Screened S&P 500 ETF Transaction History
MERRIMAN WEALTH MANAGEMENT, LLC portfolio value:
$256,000
portfolio value
MERRIMAN WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.49%
quarter
iShares ESG Screened S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -14K | $26.83 | 9.52K | |
| Q2 2022 | share | Increase | +17.13% | 1.39K shares | -9K | $28.39 | 9.52K |
| Q1 2022 | share | 0.00% | 0 shares | -20K | $34.37 | 8.13K | |
| Q4 2021 | share | 0.00% | 0 shares | 30K | $36.85 | 8.13K | |
| Q3 2021 | share | Decrease | -3.44% | -290 shares | -8K | $33.11 | 8.13K |
| Q2 2021 | share | Increase | 0.00% | 8.42K shares | 277K | $32.85 | 8.42K |