GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT – iShares Core S&P 500 ETF Transaction History
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT portfolio value:
$5.39M
portfolio value
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.12% | -646 shares | -553K | $358.65 | 15.03K |
| Q2 2022 | share | Increase | +30.61% | 3.67K shares | 499K | $379.15 | 15.68K |
| Q1 2022 | share | Decrease | -1.19% | -145 shares | 407K | $453.69 | 12.00K |
| Q4 2021 | share | Increase | +18038.81% | 12.08K shares | 4.97M | $478.18 | 12.15K |
| Q3 2021 | share | Decrease | -99.01% | -6.67K shares | -2.83M | $430.82 | 67 |
| Q2 2021 | share | Decrease | -1.13% | -77 shares | 186K | $428.29 | 6.74K |
| Q1 2021 | share | Decrease | -6.43% | -469 shares | -23K | $395.17 | 6.82K |
| Q4 2020 | share | Increase | 0.00% | 7.29K shares | 2.73M | $371.65 | 7.29K |
| Q3 2020 | share | Decrease | -100.00% | -7.55K shares | -2.34M | $331.25 | 0 |
| Q2 2020 | share | Decrease | -10.32% | -870 shares | 163K | $303.84 | 7.55K |
| Q1 2020 | share | Decrease | -15.69% | -1.56K shares | -1.05M | $252.48 | 8.42K |
| Q4 2019 | share | Increase | +8.10% | 749 shares | 471K | $313.89 | 9.99K |
| Q3 2019 | share | Increase | +10.66% | 891 shares | 298K | $288.05 | 9.24K |
| Q2 2019 | share | Decrease | -4.00% | -348 shares | -14K | $283 | 8.35K |
| Q1 2019 | share | Decrease | -9.37% | -900 shares | 60K | $271.55 | 8.70K |
| Q4 2018 | share | Increase | +274.42% | 7.03K shares | 1.66M | $239.15 | 9.60K |
| Q3 2018 | share | Increase | 0.00% | 2.56K shares | 753K | $276.32 | 2.56K |
| Q2 2018 | share | Decrease | -100.00% | -2.39K shares | -635K | $256.62 | 0 |
| Q1 2018 | share | Increase | +24.75% | 475 shares | 120K | $248.24 | 2.39K |
| Q4 2017 | share | Decrease | -6.44% | -132 shares | -9K | $250.34 | 1.91K |
| Q3 2017 | share | Decrease | -8.23% | -184 shares | -21K | $234.4 | 2.05K |
| Q2 2017 | share | Decrease | -22.66% | -655 shares | -137K | $224.43 | 2.23K |
| Q1 2017 | share | Increase | +7.04% | 190 shares | 75K | $217.77 | 2.89K |
| Q4 2016 | share | Increase | +141.07% | 1.58K shares | 364K | $205.6 | 2.7K |
| Q3 2016 | share | Increase | 0.00% | 1.12K shares | 243K | $197.67 | 1.12K |