KINGSVIEW WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
KINGSVIEW WEALTH MANAGEMENT, LLC portfolio value:
$10.24M
portfolio value
KINGSVIEW WEALTH MANAGEMENT, 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 | +42.29% | 8.48K shares | 2.63M | $358.65 | 28.56K |
| Q2 2022 | share | Increase | +36.75% | 5.39K shares | 609K | $379.15 | 20.07K |
| Q4 2021 | share | Increase | +5.68% | 789 shares | 1.01M | $478.18 | 14.67K |
| Q3 2021 | share | Decrease | -4.78% | -697 shares | -289K | $430.82 | 13.88K |
| Q2 2021 | share | Increase | +2.28% | 325 shares | 539K | $428.29 | 14.58K |
| Q1 2021 | share | Increase | +30.94% | 3.37K shares | 1.64M | $395.17 | 14.26K |
| Q4 2020 | share | Decrease | -25.14% | -3.65K shares | -801K | $371.65 | 10.89K |
| Q3 2020 | share | Increase | +3.10% | 437 shares | 519K | $331.25 | 14.54K |
| Q2 2020 | share | Increase | +9.66% | 1.24K shares | 1.04M | $303.84 | 14.11K |
| Q1 2020 | share | Increase | +5.62% | 685 shares | -613K | $252.48 | 12.86K |
| Q4 2019 | share | Increase | +8.75% | 980 shares | 593K | $313.89 | 12.18K |
| Q3 2019 | share | Decrease | -5.29% | -626 shares | -142K | $288.05 | 11.20K |
| Q2 2019 | share | Increase | +46.96% | 3.78K shares | 1.19M | $283 | 11.83K |
| Q1 2019 | share | Increase | +481.23% | 6.66K shares | 1.94M | $271.55 | 8.05K |
| Q4 2018 | share | Increase | +16.58% | 197 shares | 0 | $239.15 | 1.38K |
| Q3 2018 | share | Increase | +2.33% | 27 shares | 31K | $276.32 | 1.18K |
| Q2 2018 | share | Decrease | -3.09% | -37 shares | -1K | $256.62 | 1.16K |
| Q1 2018 | share | Decrease | -54.95% | -1.46K shares | -397K | $248.24 | 1.19K |
| Q4 2017 | share | Increase | +27.16% | 568 shares | 186K | $250.34 | 2.65K |
| Q3 2017 | share | Increase | +6.47% | 127 shares | 51K | $234.4 | 2.09K |
| Q2 2017 | share | Increase | +4.14% | 78 shares | 31K | $224.43 | 1.96K |
| Q1 2017 | share | Increase | 0.00% | 1.88K shares | 447K | $217.77 | 1.88K |