MEASURED WEALTH PRIVATE CLIENT GROUP, LLC – iShares Core S&P 500 ETF Transaction History
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC portfolio value:
$3.61M
portfolio value
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC 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 | Increase | +1.32% | 131 shares | -158K | $358.65 | 10.08K |
| Q2 2022 | share | Decrease | -21.02% | -2.64K shares | -1.94M | $379.15 | 9.95K |
| Q1 2022 | share | Decrease | -6.10% | -818 shares | -684K | $453.69 | 12.59K |
| Q4 2021 | share | Decrease | -1.05% | -143 shares | 558K | $478.18 | 13.41K |
| Q3 2021 | share | Decrease | -8.85% | -1.31K shares | -554K | $430.82 | 13.55K |
| Q2 2021 | share | Decrease | -0.17% | -25 shares | 467K | $428.29 | 14.87K |
| Q1 2021 | share | Decrease | -0.08% | -12 shares | 330K | $395.17 | 14.90K |
| Q4 2020 | share | Decrease | -0.41% | -62 shares | 566K | $371.65 | 14.91K |
| Q3 2020 | share | Decrease | -5.53% | -876 shares | 123K | $331.25 | 14.97K |
| Q2 2020 | share | Decrease | -2.87% | -468 shares | 692K | $303.84 | 15.85K |
| Q1 2020 | share | Decrease | -4.31% | -735 shares | -1.29M | $252.48 | 16.31K |
| Q4 2019 | share | Decrease | -10.14% | -1.92K shares | -153K | $313.89 | 17.05K |
| Q3 2019 | share | Decrease | -61.55% | -30.38K shares | -8.88M | $288.05 | 18.97K |
| Q2 2019 | share | Decrease | -5.48% | -2.86K shares | -311K | $283 | 49.36K |
| Q1 2019 | share | Increase | +3.48% | 1.75K shares | 2.16M | $271.55 | 52.22K |
| Q4 2018 | share | Increase | +3.59% | 1.74K shares | -1.56M | $239.15 | 50.46K |
| Q3 2018 | share | Increase | +4.90% | 2.27K shares | 1.58M | $276.32 | 48.72K |
| Q2 2018 | share | Increase | +10.57% | 4.43K shares | 2.05M | $256.62 | 46.44K |
| Q3 2017 | share | Increase | 0.00% | 42.00K shares | 10.62M | $234.4 | 42.00K |