SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – iShares Select Dividend ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$8.81M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.27% | 1.02K shares | -738K | $107.22 | 82.17K |
| Q2 2022 | share | Increase | +4.28% | 3.32K shares | -422K | $117.67 | 81.14K |
| Q1 2022 | share | Increase | +12.15% | 8.43K shares | 1.46M | $128.13 | 77.82K |
| Q4 2021 | share | Increase | +3.87% | 2.58K shares | 842K | $122.43 | 69.38K |
| Q3 2021 | share | Increase | +2.07% | 1.35K shares | 31K | $114.72 | 66.80K |
| Q2 2021 | share | Increase | +5.02% | 3.13K shares | 522K | $115.59 | 65.45K |
| Q1 2021 | share | Increase | +2.22% | 1.35K shares | 1.24M | $112.17 | 62.32K |
| Q4 2020 | share | Increase | +0.72% | 435 shares | 928K | $93.76 | 60.96K |
| Q3 2020 | share | Increase | +9.21% | 5.10K shares | 487K | $78.79 | 60.53K |
| Q2 2020 | share | Increase | +4.34% | 2.30K shares | 542K | $77.08 | 55.42K |
| Q1 2020 | share | Increase | +13.30% | 6.23K shares | -1.04M | $69.55 | 53.12K |
| Q4 2019 | share | Increase | +1.59% | 732 shares | 248K | $98.6 | 46.88K |
| Q3 2019 | share | Increase | +4.25% | 1.88K shares | 298K | $94.33 | 46.15K |
| Q2 2019 | share | Increase | +2.42% | 1.04K shares | 164K | $91.26 | 44.27K |
| Q1 2019 | share | Increase | +0.47% | 202 shares | 401K | $89.18 | 43.22K |
| Q4 2018 | share | Increase | 0.00% | 43.02K shares | 3.84M | $80.41 | 43.02K |