SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – iShares Core S&P Mid-Cap ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$772,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | Increase | +8.80% | 285 shares | 39K | $219.26 | 3.52K |
| Q2 2022 | share | Increase | +12.24% | 353 shares | -41K | $226.23 | 3.23K |
| Q1 2022 | share | Increase | +1.73% | 49 shares | -29K | $268.34 | 2.88K |
| Q4 2021 | share | Increase | +1.69% | 47 shares | 69K | $282.78 | 2.83K |
| Q3 2021 | share | Decrease | -1.48% | -42 shares | -27K | $263.07 | 2.78K |
| Q2 2021 | share | Increase | +1.43% | 40 shares | 35K | $267.76 | 2.83K |
| Q1 2021 | share | Increase | +80.88% | 1.24K shares | 371K | $258.63 | 2.79K |
| Q4 2020 | share | 0.00% | 0 shares | 69K | $227.78 | 1.54K | |
| Q3 2020 | share | Increase | +4.05% | 60 shares | 22K | $183.12 | 1.54K |
| Q2 2020 | share | Decrease | -4.08% | -63 shares | 42K | $174.9 | 1.48K |
| Q1 2020 | share | Decrease | -0.90% | -14 shares | -99K | $140.98 | 1.54K |
| Q4 2019 | share | Decrease | -0.70% | -11 shares | 17K | $200.54 | 1.56K |
| Q3 2019 | share | Decrease | -52.52% | -1.73K shares | -339K | $187.44 | 1.57K |
| Q2 2019 | share | Increase | +48.92% | 1.08K shares | 222K | $187.6 | 3.30K |
| Q1 2019 | share | Increase | +0.54% | 12 shares | 54K | $182.06 | 2.22K |
| Q4 2018 | share | 0.00% | 0 shares | -78K | $159.03 | 2.21K | |
| Q3 2018 | share | Increase | +8.39% | 171 shares | 48K | $192.24 | 2.21K |
| Q2 2018 | share | Increase | 0.00% | 2.03K shares | 397K | $185.25 | 2.03K |