MARIETTA WEALTH MANAGEMENT, LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
MARIETTA WEALTH MANAGEMENT, LLC portfolio value:
$3.72M
portfolio value
MARIETTA WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.23% | 1.22K shares | -145K | $66.1 | 56.29K |
| Q2 2022 | share | Increase | +3.43% | 1.82K shares | -264K | $70.21 | 55.06K |
| Q1 2022 | share | Increase | +5.38% | 2.71K shares | 42K | $77.57 | 53.24K |
| Q4 2021 | share | Increase | +0.40% | 200 shares | 389K | $81 | 50.52K |
| Q3 2021 | share | Increase | +2.11% | 1.04K shares | 71K | $73.5 | 50.32K |
| Q2 2021 | share | Increase | +1.00% | 489 shares | 252K | $73.33 | 49.28K |
| Q1 2021 | share | Increase | +10.56% | 4.66K shares | 380K | $68.73 | 48.79K |
| Q4 2020 | share | Increase | +0.93% | 405 shares | 209K | $67.16 | 44.13K |
| Q3 2020 | share | Increase | +924.89% | 39.46K shares | 2.52M | $62.77 | 43.73K |
| Q2 2020 | share | Decrease | -11.33% | -545 shares | -1K | $59.41 | 4.26K |
| Q1 2020 | share | Increase | +6.06% | 275 shares | -38K | $52.66 | 4.81K |
| Q4 2019 | share | Increase | +2.09% | 93 shares | 13K | $63.58 | 4.53K |
| Q3 2019 | share | Increase | +20.43% | 754 shares | 57K | $61.76 | 4.44K |
| Q2 2019 | share | Increase | 0.00% | 3.69K shares | 228K | $59.21 | 3.69K |