BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – iShares Core S&P U.S. Value ETF Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$540,000
portfolio value
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.20% | 17 shares | -36K | $62.61 | 8.62K |
| Q2 2022 | share | Decrease | -1.31% | -114 shares | -86K | $66.88 | 8.60K |
| Q1 2022 | share | Decrease | -0.63% | -55 shares | -8K | $75.87 | 8.72K |
| Q4 2021 | share | Decrease | -2.56% | -231 shares | 32K | $76.35 | 8.77K |
| Q3 2021 | share | Decrease | -79.30% | -34.51K shares | -2.49M | $70.88 | 9.00K |
| Q2 2021 | share | Increase | +1.51% | 646 shares | 177K | $71.53 | 43.52K |
| Q1 2021 | share | Decrease | -1.28% | -557 shares | 254K | $68.24 | 42.88K |
| Q4 2020 | share | Increase | +13.16% | 5.05K shares | 617K | $61.28 | 43.43K |
| Q3 2020 | share | Decrease | -2.17% | -853 shares | 35K | $53.15 | 38.38K |
| Q2 2020 | share | Increase | +263.36% | 28.44K shares | 1.55M | $50.76 | 39.23K |
| Q1 2020 | share | Increase | +59.63% | 4.03K shares | 73K | $44.62 | 10.79K |
| Q4 2019 | share | Increase | 0.00% | 6.76K shares | 426K | $60.35 | 6.76K |