SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$0
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC 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 | Decrease | -100.00% | -2.33K shares | -206K | $79.54 | 0 |
| Q2 2022 | share | Increase | +0.04% | 1 shares | -30K | $83.78 | 2.33K |
| Q1 2022 | share | 0.00% | 0 shares | -15K | $100.94 | 2.33K | |
| Q4 2021 | share | 0.00% | 0 shares | 21K | $107.29 | 2.33K | |
| Q3 2021 | share | Decrease | -3.51% | -85 shares | -9K | $98.38 | 2.33K |
| Q2 2021 | share | Decrease | -27.66% | -926 shares | -50K | $98.41 | 2.42K |
| Q1 2021 | share | Decrease | -20.61% | -869 shares | -29K | $91.05 | 3.34K |
| Q4 2020 | share | Decrease | -1.43% | -61 shares | -2K | $85.42 | 4.21K |
| Q3 2020 | share | Decrease | -21.75% | -1.18K shares | -69K | $74.49 | 4.27K |
| Q2 2020 | share | Decrease | -73.07% | -14.83K shares | -800K | $68.2 | 5.46K |
| Q1 2020 | share | Decrease | -59.37% | -29.65K shares | -2.46M | $55.97 | 20.29K |
| Q4 2019 | share | Increase | +4.65% | 2.22K shares | 453K | $70.77 | 49.95K |
| Q3 2019 | share | Decrease | -0.17% | -79 shares | 11K | $64.89 | 47.73K |
| Q2 2019 | share | Increase | 0.00% | 47.81K shares | 3.18M | $64.16 | 47.81K |