INSIGHT WEALTH STRATEGIES, LLC – iShares Core Dividend Growth ETF Transaction History
INSIGHT WEALTH STRATEGIES, LLC portfolio value:
$692,000
portfolio value
INSIGHT WEALTH STRATEGIES, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $44.47 | 14.51K | |
| Q2 2022 | share | Decrease | -28.10% | -5.67K shares | -387K | $47.64 | 14.51K |
| Q1 2022 | share | Increase | +29.67% | 4.62K shares | 213K | $53.41 | 20.19K |
| Q4 2021 | share | Decrease | -58.26% | -21.74K shares | -1.00M | $55.56 | 15.57K |
| Q3 2021 | share | Increase | +1.08% | 397 shares | 16K | $50.24 | 37.31K |
| Q2 2021 | share | Increase | +83.10% | 16.75K shares | 886K | $50.12 | 36.91K |
| Q1 2021 | share | Increase | +31.57% | 4.83K shares | 286K | $47.79 | 20.16K |
| Q4 2020 | share | Decrease | -12.88% | -2.26K shares | -13K | $44.13 | 15.32K |
| Q3 2020 | share | Decrease | -5.33% | -991 shares | 1K | $38.94 | 17.59K |
| Q2 2020 | share | Decrease | -60.44% | -28.38K shares | -832K | $36.55 | 18.58K |
| Q1 2020 | share | Decrease | -5.21% | -2.58K shares | -553K | $31.47 | 46.96K |
| Q4 2019 | share | Increase | +8.89% | 4.04K shares | 303K | $40.3 | 49.54K |
| Q3 2019 | share | Increase | +200.15% | 30.34K shares | 1.20M | $37.29 | 45.49K |
| Q2 2019 | share | Decrease | -55.87% | -19.19K shares | -683K | $36.16 | 15.15K |
| Q1 2019 | share | Increase | +24.87% | 6.84K shares | 349K | $34.58 | 34.35K |
| Q4 2018 | share | Increase | 0.00% | 27.51K shares | 913K | $31.03 | 27.51K |