TRUE PRIVATE WEALTH ADVISORS – iShares Core S&P 500 ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$4.79M
portfolio value
TRUE PRIVATE WEALTH ADVISORS 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 | Increase | +7.59% | 943 shares | 83K | $358.65 | 13.37K |
| Q2 2022 | share | Increase | +5.68% | 668 shares | -353K | $379.15 | 12.43K |
| Q1 2022 | share | Increase | +32.02% | 2.85K shares | 817K | $453.69 | 11.76K |
| Q4 2021 | share | Increase | +12.67% | 1.00K shares | 843K | $478.18 | 8.90K |
| Q3 2021 | share | Decrease | -4.09% | -337 shares | -138K | $430.82 | 7.90K |
| Q2 2021 | share | Increase | +50.27% | 2.75K shares | 1.36M | $428.29 | 8.24K |
| Q1 2021 | share | Decrease | -37.88% | -3.34K shares | -1.13M | $395.17 | 5.48K |
| Q4 2020 | share | Decrease | -27.80% | -3.40K shares | -795K | $371.65 | 8.83K |
| Q3 2020 | share | Decrease | -23.77% | -3.81K shares | -859K | $331.25 | 12.23K |
| Q2 2020 | share | Decrease | -29.38% | -6.67K shares | -902K | $303.84 | 16.04K |
| Q1 2020 | share | Decrease | -15.71% | -4.23K shares | -2.84M | $252.48 | 22.72K |
| Q4 2019 | share | Increase | +28.79% | 6.02K shares | 2.46M | $313.89 | 26.95K |
| Q3 2019 | share | Increase | +26.59% | 4.39K shares | 1.37M | $288.05 | 20.93K |
| Q2 2019 | share | Increase | +66.79% | 6.62K shares | 2.05M | $283 | 16.53K |
| Q1 2019 | share | Decrease | -1.47% | -148 shares | 290K | $271.55 | 9.91K |
| Q4 2018 | share | Increase | +1880.71% | 9.55K shares | 2.38M | $239.15 | 10.06K |
| Q3 2018 | share | Increase | 0.00% | 508 shares | 149.35K | $276.32 | 508 |