STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. – iShares S&P 500 Value ETF Transaction History
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. portfolio value:
$567,000
portfolio value
STRATEGIC FAMILY WEALTH COUNSELORS, L.L.C. quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.01% | 129 shares | -22K | $128.52 | 4.41K |
| Q2 2022 | share | Increase | +21.38% | 755 shares | 39K | $137.46 | 4.28K |
| Q1 2022 | share | Increase | +7.16% | 236 shares | 34K | $155.72 | 3.53K |
| Q4 2021 | share | 0.00% | 0 shares | 37K | $156.74 | 3.29K | |
| Q3 2021 | share | 0.00% | 0 shares | -7K | $145.42 | 3.29K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $146.8 | 3.29K | |
| Q1 2021 | share | 0.00% | 0 shares | 43K | $139.94 | 3.29K | |
| Q4 2020 | share | Increase | +7.05% | 217 shares | 76K | $126.22 | 3.29K |
| Q3 2020 | share | 0.00% | 0 shares | 13K | $110.18 | 3.07K | |
| Q2 2020 | share | Increase | +18.66% | 484 shares | 83K | $105.26 | 3.07K |
| Q1 2020 | share | Increase | 0.00% | 2.59K shares | 250K | $93.09 | 2.59K |