TRUE PRIVATE WEALTH ADVISORS – iShares Core S&P Mid-Cap ETF Transaction History
TRUE PRIVATE WEALTH ADVISORS portfolio value:
$1.23M
portfolio value
TRUE PRIVATE WEALTH ADVISORS 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 | Decrease | -35.53% | -3.10K shares | -741K | $219.26 | 5.63K |
| Q2 2022 | share | Decrease | -81.22% | -37.79K shares | -10.13M | $226.23 | 8.73K |
| Q1 2022 | share | Decrease | -34.23% | -24.21K shares | -7.91M | $268.34 | 46.53K |
| Q4 2021 | share | Increase | +2.08% | 1.44K shares | 1.79M | $282.78 | 70.75K |
| Q3 2021 | share | Decrease | -20.40% | -17.75K shares | -5.16M | $263.07 | 69.30K |
| Q2 2021 | share | Increase | +10.99% | 8.62K shares | 2.97M | $267.76 | 87.06K |
| Q1 2021 | share | Increase | +10.51% | 7.46K shares | 4.10M | $258.63 | 78.44K |
| Q4 2020 | share | Decrease | -18.00% | -15.58K shares | 273K | $227.78 | 70.98K |
| Q3 2020 | share | Increase | +387.53% | 68.81K shares | 12.88M | $183.12 | 86.56K |
| Q2 2020 | share | Increase | +2.23% | 387 shares | 659K | $174.9 | 17.75K |
| Q1 2020 | share | Decrease | -2.60% | -463 shares | -1.17M | $140.98 | 17.36K |
| Q4 2019 | share | Increase | +14.29% | 2.23K shares | 656K | $200.54 | 17.83K |
| Q3 2019 | share | Increase | +2.71% | 412 shares | 64K | $187.44 | 15.60K |
| Q2 2019 | share | Increase | +47.33% | 4.88K shares | 998K | $187.6 | 15.19K |
| Q1 2019 | share | Decrease | -6.52% | -719 shares | 121K | $182.06 | 10.31K |
| Q4 2018 | share | Decrease | -90.37% | -103.51K shares | -21.32M | $159.03 | 11.02K |
| Q3 2018 | share | Increase | +53.50% | 39.92K shares | 8.55M | $192.24 | 114.54K |
| Q2 2018 | share | Increase | +71.51% | 31.11K shares | 6.43M | $185.25 | 74.62K |
| Q1 2018 | share | Increase | +5.34% | 2.20K shares | 322K | $177.62 | 43.50K |
| Q4 2017 | share | Decrease | -18.87% | -9.60K shares | -1.26M | $179.04 | 41.30K |
| Q3 2017 | share | Decrease | -0.75% | -384 shares | 185K | $168.34 | 50.90K |
| Q2 2017 | share | Decrease | -31.42% | -23.49K shares | -3.79M | $163.1 | 51.29K |
| Q1 2017 | share | Increase | +0.71% | 529 shares | 263K | $159.98 | 74.78K |
| Q4 2016 | share | Decrease | -31.51% | -34.15K shares | -3.97M | $154 | 74.25K |
| Q3 2016 | share | Increase | +18.41% | 16.85K shares | 2.75M | $143.42 | 108.41K |
| Q2 2016 | share | Increase | +62.55% | 35.23K shares | 5.55M | $137.85 | 91.56K |
| Q1 2016 | share | Increase | +20.20% | 9.46K shares | 1.59M | $132.51 | 56.32K |