WINTHROP ADVISORY GROUP LLC – iShares MSCI USA ESG Select ETF Transaction History
WINTHROP ADVISORY GROUP LLC portfolio value:
$1.20M
portfolio value
WINTHROP ADVISORY GROUP LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.46% | 73 shares | -70K | $75.91 | 15.91K |
| Q2 2022 | share | Increase | +2.92% | 450 shares | -213K | $80.69 | 15.84K |
| Q1 2022 | share | Decrease | -0.72% | -112 shares | -157K | $96.84 | 15.39K |
| Q4 2021 | share | Increase | +0.20% | 31 shares | 163K | $106.41 | 15.50K |
| Q3 2021 | share | Increase | +4.99% | 735 shares | 77K | $95.95 | 15.47K |
| Q2 2021 | share | Increase | +1.26% | 183 shares | 130K | $95.24 | 14.74K |
| Q1 2021 | share | Increase | +4.33% | 604 shares | 129K | $87.37 | 14.55K |
| Q4 2020 | share | Increase | +10.46% | 1.32K shares | 213K | $81.68 | 13.95K |
| Q3 2020 | share | Increase | +7.45% | 876 shares | 147K | $72.71 | 12.63K |
| Q2 2020 | share | Increase | +7.85% | 856 shares | 191K | $65.88 | 11.75K |
| Q1 2020 | share | Increase | +68.94% | 4.44K shares | 166K | $53.9 | 10.9K |
| Q4 2019 | share | Increase | +6.96% | 420 shares | 59K | $65.51 | 6.45K |
| Q3 2019 | share | Increase | +0.33% | 20 shares | 7K | $60.18 | 6.03K |
| Q2 2019 | share | Increase | +31.21% | 1.43K shares | 93K | $59.04 | 6.01K |
| Q1 2019 | share | Increase | +4.71% | 206 shares | 47K | $57.05 | 4.58K |
| Q4 2018 | share | Increase | 0.00% | 4.37K shares | 226K | $49.59 | 4.37K |