SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC – iShares Core Dividend Growth ETF Transaction History
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC portfolio value:
$11.49M
portfolio value
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS 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 | Increase | +0.79% | 2.01K shares | -723K | $44.47 | 258.54K |
| Q2 2022 | share | Increase | +3.48% | 8.62K shares | -1.02M | $47.64 | 256.53K |
| Q1 2022 | share | Increase | +6.33% | 14.76K shares | 283K | $53.41 | 247.90K |
| Q4 2021 | share | Increase | +3.27% | 7.39K shares | 1.61M | $55.56 | 233.14K |
| Q3 2021 | share | Increase | +2.04% | 4.51K shares | 201K | $50.24 | 225.75K |
| Q2 2021 | share | Increase | +4.32% | 9.16K shares | 904K | $50.12 | 221.23K |
| Q1 2021 | share | Increase | +4.13% | 8.40K shares | 1.10M | $47.79 | 212.06K |
| Q4 2020 | share | Increase | +3.24% | 6.39K shares | 1.27M | $44.13 | 203.65K |
| Q3 2020 | share | Increase | +7.32% | 13.45K shares | 866K | $38.94 | 197.26K |
| Q2 2020 | share | Increase | +5.53% | 9.63K shares | 1.30M | $36.55 | 183.80K |
| Q1 2020 | share | Increase | +15.11% | 22.85K shares | -690K | $31.47 | 174.17K |
| Q4 2019 | share | Increase | +4.08% | 5.92K shares | 675K | $40.3 | 151.31K |
| Q3 2019 | share | Increase | +6.03% | 8.26K shares | 453K | $37.29 | 145.38K |
| Q2 2019 | share | Increase | +4.70% | 6.15K shares | 425K | $36.16 | 137.12K |
| Q1 2019 | share | Increase | +3.47% | 4.38K shares | 613K | $34.58 | 130.97K |
| Q4 2018 | share | Increase | 0.00% | 126.58K shares | 4.2M | $31.03 | 126.58K |