IHT WEALTH MANAGEMENT, LLC – iShares Morningstar Growth ETF Transaction History
IHT WEALTH MANAGEMENT, LLC portfolio value:
$3.46M
portfolio value
IHT WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.65%
quarter
iShares Morningstar Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.29% | 1.60K shares | -51K | $48.26 | 71.75K |
| Q2 2022 | share | Decrease | -6.29% | -4.70K shares | -1.35M | $50.09 | 70.14K |
| Q1 2022 | share | Decrease | -0.83% | -629 shares | -555K | $65 | 74.85K |
| Q4 2021 | share | Increase | +1.30% | 969 shares | 537K | $72.23 | 75.48K |
| Q3 2021 | share | Increase | +2.35% | 1.71K shares | 169K | $65.55 | 74.51K |
| Q2 2021 | share | Increase | +7.54% | 5.10K shares | 809K | $64.68 | 72.80K |
| Q1 2021 | share | Increase | +17.11% | 9.89K shares | 555K | $57.57 | 67.69K |
| Q4 2020 | share | Increase | +37.30% | 15.70K shares | 1.09M | $57.83 | 57.80K |
| Q3 2020 | share | Increase | +40.05% | 12.04K shares | 842K | $53.32 | 42.1K |
| Q2 2020 | share | Increase | +167.32% | 18.81K shares | 992K | $46.71 | 30.06K |
| Q1 2020 | share | Increase | 0.00% | 11.24K shares | 418K | $36.97 | 11.24K |
| Q1 2019 | share | Decrease | -100.00% | -35.22K shares | -1.11M | $36.19 | 0 |
| Q4 2018 | share | Increase | +1.59% | 550 shares | -172K | $31.33 | 35.22K |
| Q3 2018 | share | Increase | +167.52% | 21.71K shares | 836K | $36.65 | 34.67K |
| Q2 2018 | share | Increase | +167.49% | 8.11K shares | 299K | $34.4 | 12.96K |
| Q1 2018 | share | Increase | +11.64% | 505 shares | 12K | $32.2 | 4.84K |
| Q4 2017 | share | 0.00% | 0 shares | 13K | $30.69 | 4.34K | |
| Q3 2017 | share | Increase | +0.12% | 5 shares | 29K | $28.65 | 4.34K |
| Q2 2017 | share | Decrease | -49.88% | -4.31K shares | -127K | $27.17 | 4.33K |
| Q1 2017 | share | Increase | +33.38% | 2.16K shares | 69K | $25.63 | 8.65K |
| Q4 2016 | share | Increase | 0.00% | 6.48K shares | 158K | $23.51 | 6.48K |