SUMMIT FINANCIAL, LLC – iShares Core S&P 500 ETF Transaction History
SUMMIT FINANCIAL, LLC portfolio value:
$14.51M
portfolio value
SUMMIT FINANCIAL, 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 | +14.85% | 5.23K shares | 1.15M | $358.65 | 40.47K |
| Q2 2022 | share | Increase | +1.08% | 377 shares | -2.45M | $379.15 | 35.24K |
| Q1 2022 | share | Increase | +2.28% | 777 shares | -441.60K | $453.69 | 34.86K |
| Q4 2021 | share | Increase | +11.59% | 3.54K shares | 3.09M | $478.18 | 34.08K |
| Q3 2021 | share | Increase | +7.59% | 2.15K shares | 953.64K | $430.82 | 30.54K |
| Q2 2021 | share | Increase | +38.89% | 7.95K shares | 4.07M | $428.29 | 28.39K |
| Q1 2021 | share | Increase | +15.23% | 2.70K shares | 1.47M | $395.17 | 20.44K |
| Q4 2020 | share | Increase | 0.00% | 17.74K shares | 6.65M | $371.65 | 17.74K |