SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$485,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -40K | $57.85 | 8.15K | |
| Q2 2022 | share | Increase | 0.00% | 8.15K shares | 525K | $60.35 | 8.15K |
| Q1 2022 | share | Decrease | -100.00% | -8.15K shares | -681K | $76.38 | 0 |
| Q4 2021 | share | Increase | 0.00% | 8.15K shares | 681K | $84.16 | 8.15K |
| Q2 2021 | share | Decrease | -100.00% | -8.15K shares | -520K | $72.62 | 0 |
| Q1 2021 | share | Increase | 0.00% | 8.15K shares | 520K | $64.94 | 8.15K |
| Q4 2020 | share | Decrease | -100.00% | -32.60K shares | -460K | $63.55 | 0 |
| Q3 2020 | share | Increase | +300.00% | 24.45K shares | 21K | $57.4 | 32.60K |
| Q2 2020 | share | Increase | 0.00% | 8.15K shares | 439K | $51.41 | 8.15K |
| Q3 2017 | share | Decrease | -100.00% | -7.88K shares | -270K | $34.2 | 0 |
| Q2 2017 | share | 0.00% | 0 shares | 11K | $32.52 | 7.88K | |
| Q1 2017 | share | 0.00% | 0 shares | 19K | $31.14 | 7.88K | |
| Q4 2016 | share | 0.00% | 0 shares | 0 | $28.74 | 7.88K | |
| Q3 2016 | share | 0.00% | 0 shares | 10K | $28.59 | 7.88K | |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $27.3 | 7.88K | |
| Q1 2016 | share | 0.00% | 0 shares | 1K | $27.03 | 7.88K |