PEAK FINANCIAL MANAGEMENT, INC. – iShares Core S&P Total U.S. Stock Market ETF Transaction History
PEAK FINANCIAL MANAGEMENT, INC. portfolio value:
$1.28M
portfolio value
PEAK FINANCIAL MANAGEMENT, INC. quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.23% | 1.22K shares | 34K | $79.54 | 16.10K |
| Q2 2022 | share | Increase | +11.87% | 1.57K shares | -96K | $83.78 | 14.88K |
| Q1 2022 | share | Decrease | -0.20% | -27 shares | -83K | $100.94 | 13.30K |
| Q4 2021 | share | Increase | +3.01% | 389 shares | 153K | $107.29 | 13.33K |
| Q3 2021 | share | Increase | +3.79% | 473 shares | 42K | $98.38 | 12.94K |
| Q2 2021 | share | Decrease | -12.12% | -1.71K shares | -69K | $98.41 | 12.46K |
| Q1 2021 | share | Decrease | -2.87% | -419 shares | 41K | $91.05 | 14.18K |
| Q4 2020 | share | Decrease | -20.49% | -3.76K shares | -128K | $85.42 | 14.60K |
| Q3 2020 | share | Increase | +4.83% | 847 shares | 170K | $74.49 | 18.37K |
| Q2 2020 | share | Increase | +64.94% | 6.9K shares | 609K | $68.2 | 17.52K |
| Q1 2020 | share | Increase | +0.63% | 66 shares | -160K | $55.97 | 10.62K |
| Q4 2019 | share | Increase | +8.71% | 846 shares | 117K | $70.77 | 10.55K |
| Q3 2019 | share | Increase | +5.96% | 546 shares | 40K | $64.89 | 9.71K |
| Q2 2019 | share | Increase | +8.00% | 679 shares | 64K | $64.16 | 9.16K |
| Q1 2019 | share | Increase | +11.93% | 905 shares | 117K | $61.67 | 8.48K |
| Q4 2018 | share | Increase | +26.49% | 1.58K shares | 31K | $54.16 | 7.58K |
| Q3 2018 | share | Increase | +11.74% | 630 shares | 64K | $63.12 | 5.99K |
| Q2 2018 | share | Increase | 0.00% | 5.36K shares | 335K | $58.96 | 5.36K |