9258 WEALTH MANAGEMENT, LLC – iShares Core Dividend Growth ETF Transaction History
9258 WEALTH MANAGEMENT, LLC portfolio value:
$9.08M
portfolio value
9258 WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.91% | -41.54K shares | -2.62M | $44.47 | 204.17K |
| Q2 2022 | share | Decrease | -17.38% | -51.68K shares | -4.17M | $47.64 | 245.72K |
| Q1 2022 | share | Decrease | -4.58% | -14.29K shares | -1.44M | $53.41 | 297.41K |
| Q4 2021 | share | Increase | +0.68% | 2.09K shares | 1.77M | $55.56 | 311.70K |
| Q3 2021 | share | Increase | +4.83% | 14.25K shares | 681K | $50.24 | 309.61K |
| Q2 2021 | share | Increase | +5.81% | 16.21K shares | 1.4M | $50.12 | 295.35K |
| Q1 2021 | share | Increase | +17.27% | 41.09K shares | 2.80M | $47.79 | 279.14K |
| Q4 2020 | share | Increase | +15.02% | 31.08K shares | 2.60M | $44.13 | 238.04K |
| Q3 2020 | share | Increase | +24.28% | 40.42K shares | 1.80M | $38.94 | 206.96K |
| Q2 2020 | share | Increase | +10.44% | 15.73K shares | 814K | $36.55 | 166.53K |
| Q1 2020 | share | Increase | +83.45% | 68.59K shares | 1.99M | $31.47 | 150.79K |
| Q4 2019 | share | Increase | +749.62% | 72.52K shares | 3.07M | $40.3 | 82.20K |
| Q3 2019 | share | Increase | 0.00% | 9.67K shares | 379K | $37.29 | 9.67K |