GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – iShares Core S&P Mid-Cap ETF Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$5.68M
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. 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 | Decrease | -11.94% | -3.51K shares | -977K | $219.26 | 25.94K |
| Q2 2022 | share | Increase | +21.01% | 5.11K shares | 132K | $226.23 | 29.46K |
| Q1 2022 | share | Increase | +30.41% | 5.67K shares | 1.24M | $268.34 | 24.34K |
| Q4 2021 | share | Increase | +7.39% | 1.28K shares | 712K | $282.78 | 18.67K |
| Q3 2021 | share | Increase | +11.84% | 1.84K shares | 395K | $263.07 | 17.38K |
| Q2 2021 | share | Increase | +3.92% | 586 shares | 284K | $267.76 | 15.54K |
| Q1 2021 | share | Decrease | -8.45% | -1.38K shares | 139K | $258.63 | 14.95K |
| Q4 2020 | share | Increase | +0.01% | 2 shares | 727K | $227.78 | 16.34K |
| Q3 2020 | share | Increase | +2.44% | 389 shares | 192K | $183.12 | 16.33K |
| Q2 2020 | share | Increase | +3.69% | 567 shares | 623K | $174.9 | 15.94K |
| Q1 2020 | share | Increase | +32.74% | 3.79K shares | -172K | $140.98 | 15.38K |
| Q4 2019 | share | Increase | +5.87% | 643 shares | 270K | $200.54 | 11.58K |
| Q3 2019 | share | Increase | +13.00% | 1.25K shares | 233K | $187.44 | 10.94K |
| Q2 2019 | share | Increase | +29.68% | 2.21K shares | 467K | $187.6 | 9.68K |
| Q1 2019 | share | Decrease | -33.62% | -3.78K shares | -454K | $182.06 | 7.46K |
| Q4 2018 | share | Increase | 0.00% | 11.25K shares | 1.86M | $159.03 | 11.25K |