HCR WEALTH ADVISORS – iShares Core S&P 500 ETF Transaction History
HCR WEALTH ADVISORS portfolio value:
$10.30M
portfolio value
HCR WEALTH ADVISORS quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.03% | -2.17K shares | -1.41M | $358.65 | 28.73K |
| Q2 2022 | share | Decrease | -2.49% | -788 shares | -2.66M | $379.15 | 30.90K |
| Q1 2022 | share | Increase | +1231.60% | 29.31K shares | 13.24M | $453.69 | 31.69K |
| Q4 2021 | share | Increase | +29.98% | 549 shares | 346K | $478.18 | 2.38K |
| Q3 2021 | share | Increase | 0.00% | 1.83K shares | 789K | $430.82 | 1.83K |
| Q1 2021 | share | Decrease | -100.00% | -454 shares | -170K | $395.17 | 0 |
| Q4 2020 | share | Increase | +434.12% | 369 shares | 141K | $371.65 | 454 |
| Q3 2020 | share | Decrease | -82.83% | -410 shares | -125K | $331.25 | 85 |
| Q2 2020 | share | 0.00% | 0 shares | 26K | $303.84 | 495 | |
| Q1 2020 | share | 0.00% | 0 shares | -32K | $252.48 | 495 | |
| Q4 2019 | share | Increase | 0.00% | 495 shares | 160K | $313.89 | 495 |