WILLOW CREEK WEALTH MANAGEMENT INC. – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
WILLOW CREEK WEALTH MANAGEMENT INC. portfolio value:
$1.01M
portfolio value
WILLOW CREEK WEALTH MANAGEMENT INC. quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.11% | 2.77K shares | 60K | $30.67 | 33.22K |
| Q2 2022 | share | Increase | +42.21% | 9.03K shares | 144K | $31.5 | 30.45K |
| Q1 2022 | share | Increase | +6.10% | 1.23K shares | 1K | $38.04 | 21.41K |
| Q4 2021 | share | Increase | +39.37% | 5.70K shares | 249K | $40.38 | 20.18K |
| Q3 2021 | share | 0.00% | 0 shares | -20K | $39.01 | 14.48K | |
| Q2 2021 | share | Decrease | -2.46% | -366 shares | 13K | $40.25 | 14.48K |
| Q1 2021 | share | Decrease | -8.26% | -1.33K shares | 20K | $38.36 | 14.84K |
| Q4 2020 | share | Decrease | -9.51% | -1.7K shares | 78K | $33.88 | 16.18K |
| Q3 2020 | share | Decrease | -8.33% | -1.62K shares | -15K | $26.22 | 17.88K |
| Q2 2020 | share | Increase | +12.59% | 2.18K shares | 143K | $24.71 | 19.50K |
| Q1 2020 | share | Increase | +11.79% | 1.82K shares | -102K | $19.62 | 17.32K |
| Q4 2019 | share | Increase | 0.00% | 15.49K shares | 448K | $28.34 | 15.49K |