MBM WEALTH CONSULTANTS, LLC – iShares Core S&P 500 ETF Transaction History
MBM WEALTH CONSULTANTS, LLC portfolio value:
$1.86M
portfolio value
MBM WEALTH CONSULTANTS, 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 | Increase | +6.12% | 292 shares | 55K | $358.65 | 5.06K |
| Q2 2022 | share | Decrease | -7.30% | -376 shares | -527K | $379.15 | 4.77K |
| Q1 2022 | share | Decrease | -55.53% | -6.43K shares | -3.18M | $453.69 | 5.15K |
| Q4 2021 | share | Decrease | -1.86% | -219 shares | 440K | $478.18 | 11.58K |
| Q3 2021 | share | Decrease | -4.35% | -537 shares | -220K | $430.82 | 11.80K |
| Q2 2021 | share | Decrease | -2.60% | -329 shares | 267K | $428.29 | 12.33K |
| Q1 2021 | share | Decrease | -4.47% | -593 shares | 60K | $395.17 | 12.66K |
| Q4 2020 | share | Decrease | -4.22% | -584 shares | 325K | $371.65 | 13.26K |
| Q3 2020 | share | Decrease | -2.31% | -327 shares | 264K | $331.25 | 13.84K |
| Q2 2020 | share | Decrease | -6.31% | -955 shares | 480K | $303.84 | 14.17K |
| Q1 2020 | share | Decrease | -7.47% | -1.22K shares | -1.37M | $252.48 | 15.12K |
| Q4 2019 | share | Decrease | -5.67% | -982 shares | 111K | $313.89 | 16.34K |
| Q3 2019 | share | Increase | +7.41% | 1.19K shares | 360K | $288.05 | 17.33K |
| Q2 2019 | share | Increase | +4.64% | 715 shares | 425K | $283 | 16.13K |
| Q1 2019 | share | Increase | +8.95% | 1.26K shares | 827K | $271.55 | 15.41K |
| Q4 2018 | share | Increase | 0.00% | 14.15K shares | 3.56M | $239.15 | 14.15K |