SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – iShares Core S&P 500 ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$394,000
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 | Decrease | -14.42% | -185 shares | -93K | $358.65 | 1.09K |
| Q2 2022 | share | Increase | +0.71% | 9 shares | -91K | $379.15 | 1.28K |
| Q1 2022 | share | Increase | +3.66% | 45 shares | -8K | $453.69 | 1.27K |
| Q4 2021 | share | Increase | +8.57% | 97 shares | 98K | $478.18 | 1.22K |
| Q3 2021 | share | Increase | +6.39% | 68 shares | 31K | $430.82 | 1.13K |
| Q2 2021 | share | 0.00% | 0 shares | 34K | $428.29 | 1.06K | |
| Q1 2021 | share | Increase | +12.83% | 121 shares | 69K | $395.17 | 1.06K |
| Q4 2020 | share | Increase | +9.02% | 78 shares | 63K | $371.65 | 943 |
| Q3 2020 | share | Increase | +2.73% | 23 shares | 25K | $331.25 | 865 |
| Q2 2020 | share | 0.00% | 0 shares | 48K | $303.84 | 842 | |
| Q1 2020 | share | Increase | +1.81% | 15 shares | -49K | $252.48 | 842 |
| Q4 2019 | share | Increase | 0.00% | 827 shares | 267K | $313.89 | 827 |