YORKBRIDGE WEALTH PARTNERS, LLC – iShares S&P 500 Growth ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$3.87M
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -168K | $57.85 | 66.93K | |
| Q2 2022 | share | Increase | +1.62% | 1.06K shares | -991K | $60.35 | 66.93K |
| Q1 2022 | share | Increase | +0.01% | 4 shares | -480K | $76.38 | 65.87K |
| Q4 2021 | share | Increase | +0.01% | 5 shares | 643K | $84.16 | 65.86K |
| Q3 2021 | share | Increase | +0.29% | 190 shares | 92K | $73.91 | 65.86K |
| Q2 2021 | share | Increase | +0.01% | 6 shares | 500K | $72.62 | 65.67K |
| Q1 2021 | share | Decrease | -1.38% | -920 shares | 26K | $64.94 | 65.66K |
| Q4 2020 | share | Increase | +2.46% | 1.59K shares | 496K | $63.55 | 66.58K |
| Q3 2020 | share | Increase | +0.06% | 36 shares | 385K | $57.4 | 64.98K |
| Q2 2020 | share | Increase | +0.89% | 572 shares | 713K | $51.41 | 64.95K |
| Q1 2020 | share | Decrease | -0.53% | -340 shares | -477K | $40.8 | 64.38K |
| Q4 2019 | share | Increase | +46.60% | 20.57K shares | 1.14M | $47.72 | 64.72K |
| Q3 2019 | share | Increase | +16.19% | 6.15K shares | 284K | $44.09 | 44.14K |
| Q2 2019 | share | Decrease | -0.73% | -280 shares | 54K | $43.74 | 37.99K |
| Q1 2019 | share | Decrease | -2.84% | -1.12K shares | 165K | $41.89 | 38.27K |
| Q4 2018 | share | Decrease | -0.34% | -136 shares | -272K | $36.49 | 39.39K |
| Q3 2018 | share | Decrease | -0.51% | -204 shares | 141K | $42.77 | 39.53K |
| Q2 2018 | share | 0.00% | 0 shares | 61K | $39.15 | 39.73K | |
| Q1 2018 | share | Decrease | -2.02% | -820 shares | -1K | $37.22 | 39.73K |
| Q4 2017 | share | Increase | +0.12% | 48 shares | 103K | $36.56 | 40.55K |
| Q3 2017 | share | Increase | +1.63% | 648 shares | 91K | $34.2 | 40.50K |
| Q2 2017 | share | Increase | +0.09% | 36 shares | 18K | $32.52 | 39.86K |
| Q1 2017 | share | Increase | +1.05% | 412 shares | 143K | $31.14 | 39.82K |
| Q4 2016 | share | Increase | 0.00% | 39.41K shares | 1.2M | $28.74 | 39.41K |