INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – iShares Core U.S. REIT ETF Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$386,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.55% | -387 shares | -68K | $47.5 | 8.12K |
| Q2 2022 | share | Increase | +16.50% | 1.20K shares | -18K | $53.4 | 8.50K |
| Q1 2022 | share | Decrease | -58.19% | -10.16K shares | -709K | $64.65 | 7.30K |
| Q4 2021 | share | Decrease | -23.08% | -5.24K shares | -151K | $67.47 | 17.46K |
| Q3 2021 | share | Decrease | -0.41% | -94 shares | 2K | $58.65 | 22.71K |
| Q2 2021 | share | Decrease | -7.91% | -1.96K shares | 32K | $58.09 | 22.80K |
| Q1 2021 | share | Increase | +8.03% | 1.84K shares | 188K | $51.87 | 24.76K |
| Q4 2020 | share | Increase | +55.71% | 8.20K shares | 466K | $47.62 | 22.92K |
| Q3 2020 | share | Increase | +15.99% | 2.03K shares | 92K | $42.66 | 14.72K |
| Q2 2020 | share | Decrease | -5.42% | -728 shares | 26K | $42.06 | 12.69K |
| Q1 2020 | share | Increase | +1.86% | 245 shares | -193K | $37.62 | 13.42K |
| Q4 2019 | share | Increase | +8.00% | 976 shares | 41K | $51.82 | 13.17K |
| Q3 2019 | share | Increase | 0.00% | 12.19K shares | 678K | $52.2 | 12.19K |