MPS LORIA FINANCIAL PLANNERS, LLC – iShares Core U.S. Aggregate Bond ETF Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$20.09M
portfolio value
MPS LORIA FINANCIAL PLANNERS, LLC quarter portfolio value change:
-5.25%
quarter
iShares Core U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +661.97% | 181.23K shares | 17.31M | $96.34 | 208.61K |
| Q2 2022 | share | Decrease | -3.36% | -953 shares | -251K | $101.68 | 27.37K |
| Q1 2022 | share | Decrease | -12.44% | -4.02K shares | -657K | $107.1 | 28.33K |
| Q4 2021 | share | Increase | +1.74% | 554 shares | 40K | $114.12 | 32.35K |
| Q3 2021 | share | Decrease | -2.66% | -870 shares | -117K | $114.31 | 31.80K |
| Q2 2021 | share | Decrease | -8.64% | -3.08K shares | -302K | $114.32 | 32.67K |
| Q1 2021 | share | Decrease | -18.21% | -7.96K shares | -1.09M | $112.33 | 35.76K |
| Q4 2020 | share | Increase | +4.96% | 2.06K shares | 243K | $116.25 | 43.72K |
| Q3 2020 | share | Increase | +5.94% | 2.33K shares | 270K | $115.41 | 41.65K |
| Q2 2020 | share | Decrease | -12.98% | -5.86K shares | -565K | $114.95 | 39.32K |
| Q1 2020 | share | Increase | +0.02% | 11 shares | 137K | $111.52 | 45.18K |
| Q4 2019 | share | Decrease | -0.91% | -414 shares | -83K | $108.17 | 45.17K |
| Q3 2019 | share | Decrease | -6.15% | -2.98K shares | -250K | $108.03 | 45.59K |
| Q2 2019 | share | Increase | +1.87% | 894 shares | 208K | $105.56 | 48.58K |
| Q1 2019 | share | Decrease | -14.98% | -8.40K shares | -771K | $102.66 | 47.68K |
| Q4 2018 | share | Increase | +20.91% | 9.7K shares | 1.06M | $99.73 | 56.08K |
| Q3 2018 | share | Increase | +0.22% | 101 shares | -9K | $97.92 | 46.38K |
| Q2 2018 | share | Increase | +0.36% | 168 shares | -25K | $98 | 46.28K |
| Q1 2018 | share | Increase | +8.65% | 3.67K shares | 305K | $98.18 | 46.11K |
| Q4 2017 | share | Decrease | -1.25% | -537 shares | -70K | $99.64 | 42.44K |
| Q3 2017 | share | Increase | +2.05% | 864 shares | 92K | $99.22 | 42.98K |
| Q2 2017 | share | Increase | 0.00% | 42.12K shares | 4.61M | $98.53 | 42.12K |