LIVE OAK PRIVATE WEALTH LLC – iShares Core S&P Small-Cap ETF Transaction History
LIVE OAK PRIVATE WEALTH LLC portfolio value:
$315,000
portfolio value
LIVE OAK PRIVATE WEALTH LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.05% | 107 shares | -9K | $87.19 | 3.61K |
| Q2 2022 | share | Increase | +0.29% | 10 shares | -53K | $92.41 | 3.50K |
| Q1 2022 | share | Increase | +5.08% | 169 shares | -4K | $107.88 | 3.49K |
| Q4 2021 | share | Increase | +1.56% | 51 shares | 23K | $114.65 | 3.33K |
| Q3 2021 | share | Increase | +1.20% | 39 shares | -8K | $109.19 | 3.27K |
| Q2 2021 | share | Increase | 0.00% | 3.24K shares | 366K | $112.47 | 3.24K |