WEALTH ENHANCEMENT ADVISORY SERVICES, LLC – iShares Core S&P Mid-Cap ETF Transaction History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC portfolio value:
$1.08M
portfolio value
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.25% | -161 shares | -65K | $219.26 | 4.79K |
| Q2 2022 | share | Increase | +6.40% | 298 shares | -108K | $226.23 | 4.95K |
| Q1 2022 | share | Increase | +10.03% | 424 shares | 151K | $268.34 | 4.65K |
| Q4 2021 | share | Increase | +3.83% | 156 shares | -31K | $282.78 | 4.22K |
| Q3 2021 | share | Increase | +9.96% | 369 shares | 155K | $263.07 | 4.07K |
| Q2 2021 | share | Increase | +10.96% | 366 shares | 91K | $267.76 | 3.70K |
| Q1 2021 | share | Increase | +5.87% | 185 shares | 126K | $258.63 | 3.33K |
| Q4 2020 | share | Increase | +1.68% | 52 shares | 141K | $227.78 | 3.15K |
| Q3 2020 | share | Decrease | -3.61% | -116 shares | 24K | $183.12 | 3.10K |
| Q2 2020 | share | Decrease | -1.53% | -50 shares | 66K | $174.9 | 3.21K |
| Q1 2020 | share | Decrease | -25.33% | -1.10K shares | -369K | $140.98 | 3.26K |
| Q4 2019 | share | Increase | +44.96% | 1.35K shares | 324K | $200.54 | 4.37K |
| Q3 2019 | share | Increase | +64.56% | 1.18K shares | 214K | $187.44 | 3.01K |
| Q2 2019 | share | Increase | 0.00% | 1.83K shares | 362K | $187.6 | 1.83K |