SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – iShares S&P 500 Growth ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$1.05M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | Increase | +98.99% | 9.10K shares | 504K | $57.85 | 18.30K |
| Q2 2022 | share | Increase | +0.84% | 77 shares | -142K | $60.35 | 9.20K |
| Q1 2022 | share | Increase | +0.71% | 64 shares | -61K | $76.38 | 9.12K |
| Q4 2021 | share | 0.00% | 0 shares | 88K | $84.16 | 9.06K | |
| Q3 2021 | share | Increase | +1.30% | 116 shares | 20K | $73.91 | 9.06K |
| Q2 2021 | share | 0.00% | 0 shares | 68K | $72.62 | 8.94K | |
| Q1 2021 | share | 0.00% | 0 shares | 11K | $64.94 | 8.94K | |
| Q4 2020 | share | 0.00% | 0 shares | 54K | $63.55 | 8.94K | |
| Q3 2020 | share | 0.00% | 0 shares | 53K | $57.4 | 8.94K | |
| Q2 2020 | share | 0.00% | 0 shares | 95K | $51.41 | 8.94K | |
| Q1 2020 | share | Increase | +90.14% | 4.24K shares | 141K | $40.8 | 8.94K |
| Q4 2019 | share | 0.00% | 0 shares | 16K | $47.72 | 4.70K | |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $44.09 | 4.70K | |
| Q2 2019 | share | Decrease | -43.35% | -3.6K shares | -147K | $43.74 | 4.70K |
| Q1 2019 | share | Increase | +44.37% | 2.55K shares | 141K | $41.89 | 8.30K |
| Q4 2018 | share | Increase | 0.00% | 5.75K shares | 217K | $36.49 | 5.75K |