BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$3.35M
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.69% | 684 shares | 48K | $219.26 | 15.27K |
| Q2 2022 | share | Decrease | -0.43% | -63 shares | -631K | $226.23 | 14.59K |
| Q1 2022 | share | Decrease | -1.99% | -297 shares | -300K | $268.34 | 14.65K |
| Q4 2021 | share | Decrease | -3.79% | -589 shares | 144K | $282.78 | 14.95K |
| Q3 2021 | share | Increase | +0.78% | 120 shares | -56K | $263.07 | 15.54K |
| Q2 2021 | share | Increase | +1.23% | 188 shares | 180K | $267.76 | 15.42K |
| Q1 2021 | share | Decrease | -11.20% | -1.92K shares | 22K | $258.63 | 15.23K |
| Q4 2020 | share | Decrease | -2.71% | -477 shares | 675K | $227.78 | 17.15K |
| Q3 2020 | share | Decrease | -6.21% | -1.16K shares | -75K | $183.12 | 17.63K |
| Q2 2020 | share | Decrease | -52.02% | -20.38K shares | -2.29M | $174.9 | 18.80K |
| Q1 2020 | share | Increase | +5.09% | 1.89K shares | -2.03M | $140.98 | 39.18K |
| Q4 2019 | share | Increase | +11.52% | 3.85K shares | 1.21M | $200.54 | 37.28K |
| Q3 2019 | share | Increase | +9.07% | 2.77K shares | 506K | $187.44 | 33.43K |
| Q2 2019 | share | Increase | +16.58% | 4.36K shares | 975K | $187.6 | 30.65K |
| Q1 2019 | share | Increase | +18.27% | 4.06K shares | 1.28M | $182.06 | 26.29K |
| Q4 2018 | share | Increase | +14.84% | 2.87K shares | -205K | $159.03 | 22.23K |
| Q3 2018 | share | Increase | 0.00% | 19.36K shares | 3.89M | $192.24 | 19.36K |