SHAKESPEARE WEALTH MANAGEMENT, INC. – iShares Core S&P Mid-Cap ETF Transaction History
SHAKESPEARE WEALTH MANAGEMENT, INC. portfolio value:
$1.27M
portfolio value
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 | Increase | 0.00% | 5.82K shares | 1.27M | $219.26 | 5.82K |
| Q2 2019 | share | Decrease | -100.00% | -7.60K shares | -1.44M | $187.6 | 0 |
| Q1 2019 | share | Decrease | -1.57% | -121 shares | 158K | $182.06 | 7.60K |
| Q4 2018 | share | Decrease | -5.37% | -438 shares | -361K | $159.03 | 7.72K |
| Q3 2018 | share | Decrease | -0.54% | -44 shares | 45K | $192.24 | 8.16K |
| Q2 2018 | share | Decrease | -0.15% | -12 shares | 57K | $185.25 | 8.20K |
| Q1 2018 | share | Decrease | -4.04% | -346 shares | -72K | $177.62 | 8.21K |
| Q4 2017 | share | Increase | 0.00% | 8.56K shares | 1.61M | $179.04 | 8.56K |