BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$820,000
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, 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 | Decrease | -5.38% | -130 shares | -96K | $358.65 | 2.28K |
| Q2 2022 | share | Increase | +15.37% | 322 shares | -35K | $379.15 | 2.41K |
| Q1 2022 | share | Increase | +0.19% | 4 shares | -46K | $453.69 | 2.09K |
| Q4 2021 | share | Increase | +14.39% | 263 shares | 210K | $478.18 | 2.09K |
| Q3 2021 | share | Decrease | -21.38% | -497 shares | -213K | $430.82 | 1.82K |
| Q2 2021 | share | Increase | +1.75% | 40 shares | 91K | $428.29 | 2.32K |
| Q1 2021 | share | Decrease | -55.52% | -2.85K shares | -1.01M | $395.17 | 2.28K |
| Q4 2020 | share | Increase | +16.09% | 712 shares | 441K | $371.65 | 5.13K |
| Q3 2020 | share | Increase | +1.07% | 47 shares | 131K | $331.25 | 4.42K |
| Q2 2020 | share | Decrease | -53.77% | -5.09K shares | -1.09M | $303.84 | 4.37K |
| Q1 2020 | share | Increase | +6.82% | 605 shares | -418K | $252.48 | 9.47K |
| Q4 2019 | share | Increase | +20.81% | 1.52K shares | 674K | $313.89 | 8.86K |
| Q3 2019 | share | Increase | +59.52% | 2.73K shares | 835K | $288.05 | 7.33K |
| Q2 2019 | share | Increase | +15.67% | 623 shares | 224K | $283 | 4.6K |
| Q1 2019 | share | Increase | +28.62% | 885 shares | 354K | $271.55 | 3.97K |
| Q4 2018 | share | Increase | 0.00% | 3.09K shares | 778K | $239.15 | 3.09K |