BURT WEALTH ADVISORS – iShares Core S&P Total U.S. Stock Market ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$629,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +19.52% | 1.29K shares | 75K | $79.54 | 7.90K |
| Q2 2022 | share | Increase | +4.17% | 265 shares | -87K | $83.78 | 6.61K |
| Q1 2022 | share | 0.00% | 0 shares | -38K | $100.94 | 6.35K | |
| Q4 2021 | share | 0.00% | 0 shares | 54K | $107.29 | 6.35K | |
| Q3 2021 | share | 0.00% | 0 shares | -2K | $98.38 | 6.35K | |
| Q2 2021 | share | 0.00% | 0 shares | 45K | $98.41 | 6.35K | |
| Q1 2021 | share | 0.00% | 0 shares | 35K | $91.05 | 6.35K | |
| Q4 2020 | share | 0.00% | 0 shares | 68K | $85.42 | 6.35K | |
| Q3 2020 | share | 0.00% | 0 shares | 38K | $74.49 | 6.35K | |
| Q2 2020 | share | 0.00% | 0 shares | 78K | $68.2 | 6.35K | |
| Q1 2020 | share | 0.00% | 0 shares | -99K | $55.97 | 6.35K | |
| Q4 2019 | share | 0.00% | 0 shares | 36K | $70.77 | 6.35K | |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $64.89 | 6.35K | |
| Q2 2019 | share | 0.00% | 0 shares | 14K | $64.16 | 6.35K | |
| Q1 2019 | share | 0.00% | 0 shares | 49K | $61.67 | 6.35K | |
| Q4 2018 | share | 0.00% | 0 shares | -63K | $54.16 | 6.35K | |
| Q3 2018 | share | 0.00% | 0 shares | 26K | $63.12 | 6.35K | |
| Q2 2018 | share | 0.00% | 0 shares | 13K | $58.96 | 6.35K | |
| Q1 2018 | share | 0.00% | 0 shares | -4K | $56.79 | 6.35K | |
| Q4 2017 | share | 0.00% | 0 shares | 22K | $57.19 | 6.35K | |
| Q3 2017 | share | 0.00% | 0 shares | 15K | $53.64 | 6.35K | |
| Q2 2017 | share | 0.00% | 0 shares | 8K | $51.34 | 6.35K | |
| Q1 2017 | share | 0.00% | 0 shares | 17K | $49.84 | 6.35K | |
| Q4 2016 | share | Decrease | -13.61% | -1K shares | -38K | $47.12 | 6.35K |
| Q3 2016 | share | 0.00% | 0 shares | 14K | $45.26 | 7.35K | |
| Q2 2016 | share | Decrease | -21.39% | -2K shares | -86K | $43.32 | 7.35K |
| Q1 2016 | share | 0.00% | 0 shares | 2K | $42.25 | 9.35K |