INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC – iShares ESG Advanced MSCI USA ETF Transaction History
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC portfolio value:
$60,000
portfolio value
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC quarter portfolio value change:
-6.19%
quarter
iShares ESG Advanced MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +42.48% | 638 shares | 15K | $28.02 | 2.14K |
| Q2 2022 | share | 0.00% | 0 shares | -9K | $29.87 | 1.50K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $35.69 | 1.50K | |
| Q4 2021 | share | 0.00% | 0 shares | 5K | $39.45 | 1.50K | |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $36.12 | 1.50K | |
| Q2 2021 | share | 0.00% | 0 shares | 5K | $36.21 | 1.50K | |
| Q1 2021 | share | Increase | 0.00% | 1.50K shares | 50K | $33.03 | 1.50K |