SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$320,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -2K | $128.52 | 2.27K | |
| Q2 2022 | share | Increase | 0.00% | 2.27K shares | 322K | $137.46 | 2.27K |
| Q1 2022 | share | Decrease | -100.00% | -2.27K shares | -361K | $155.72 | 0 |
| Q4 2021 | share | Increase | 0.00% | 2.27K shares | 361K | $156.74 | 2.27K |
| Q2 2021 | share | Decrease | -100.00% | -2.27K shares | -291K | $146.8 | 0 |
| Q1 2021 | share | Increase | 0.00% | 2.27K shares | 291K | $139.94 | 2.27K |
| Q4 2020 | share | Decrease | -100.00% | -2.28K shares | -257K | $126.22 | 0 |
| Q3 2020 | share | 0.00% | 0 shares | 9K | $110.18 | 2.28K | |
| Q2 2020 | share | Increase | 0.00% | 2.28K shares | 248K | $105.26 | 2.28K |
| Q3 2017 | share | Decrease | -100.00% | -2.27K shares | -238K | $98.01 | 0 |
| Q2 2017 | share | 0.00% | 0 shares | 2K | $94.76 | 2.27K | |
| Q1 2017 | share | 0.00% | 0 shares | 6K | $93.4 | 2.27K | |
| Q4 2016 | share | 0.00% | 0 shares | 14K | $90.53 | 2.27K | |
| Q3 2016 | share | 0.00% | 0 shares | 5K | $84.28 | 2.27K | |
| Q2 2016 | share | Increase | 0.00% | 2.27K shares | 211K | $81.94 | 2.27K |