SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – iShares ESG 1-5 Year USD Corporate Bond ETF Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$355,000
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP quarter portfolio value change:
-2.49%
quarter
iShares ESG 1-5 Year USD Corporate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.49% | 1.68K shares | 31K | $23.49 | 15.12K |
| Q2 2022 | share | Decrease | -2.75% | -380 shares | -17K | $24.09 | 13.44K |
| Q1 2022 | share | Increase | +9.70% | 1.22K shares | 18K | $24.63 | 13.82K |
| Q4 2021 | share | Increase | +16.81% | 1.81K shares | 43K | $25.66 | 12.60K |
| Q3 2021 | share | Increase | +7.66% | 768 shares | 19K | $25.87 | 10.79K |
| Q2 2021 | share | Decrease | -1.12% | -114 shares | -2K | $25.86 | 10.02K |
| Q1 2021 | share | Increase | +3.10% | 305 shares | 6K | $25.72 | 10.13K |
| Q4 2020 | share | Increase | +6.19% | 573 shares | 15K | $25.87 | 9.83K |
| Q3 2020 | share | Increase | +7.31% | 631 shares | 18K | $25.66 | 9.25K |
| Q2 2020 | share | 0.00% | 0 shares | 9K | $25.45 | 8.62K | |
| Q1 2020 | share | Decrease | -4.29% | -387 shares | -14K | $24.24 | 8.62K |
| Q4 2019 | share | 0.00% | 0 shares | 0 | $24.65 | 9.01K | |
| Q3 2019 | share | Increase | +9.00% | 744 shares | 19K | $24.44 | 9.01K |
| Q2 2019 | share | Increase | 0.00% | 8.27K shares | 210K | $24.16 | 8.27K |
| Q1 2019 | share | Decrease | -100.00% | -10.54K shares | -258K | $23.69 | 0 |
| Q4 2018 | share | 0.00% | 0 shares | -1K | $23.03 | 10.54K | |
| Q3 2018 | share | Increase | 0.00% | 10.54K shares | 259K | $22.93 | 10.54K |