TOBIAS FINANCIAL ADVISORS, INC. – iShares S&P 500 Value ETF Transaction History
TOBIAS FINANCIAL ADVISORS, INC. portfolio value:
$2.56M
portfolio value
TOBIAS FINANCIAL ADVISORS, INC. quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +37.05% | 5.38K shares | 562K | $128.52 | 19.93K |
| Q2 2022 | share | Decrease | -0.12% | -17 shares | -268K | $137.46 | 14.54K |
| Q1 2022 | share | Increase | 0.00% | 14.55K shares | 2.26M | $155.72 | 14.55K |
| Q4 2021 | share | Decrease | -100.00% | -14.46K shares | -2.10M | $156.74 | 0 |
| Q3 2021 | share | Decrease | -11.06% | -1.8K shares | -298K | $145.42 | 14.46K |
| Q2 2021 | share | Decrease | -0.24% | -39 shares | 99K | $146.8 | 16.26K |
| Q1 2021 | share | Increase | +114.52% | 8.70K shares | 1.33M | $139.94 | 16.30K |
| Q4 2020 | share | Decrease | -17.82% | -1.64K shares | -67K | $126.22 | 7.60K |
| Q3 2020 | share | Decrease | -15.27% | -1.66K shares | -141K | $110.18 | 9.25K |
| Q2 2020 | share | Decrease | -5.81% | -674 shares | 65K | $105.26 | 10.91K |
| Q1 2020 | share | Decrease | -3.76% | -453 shares | -450K | $93.09 | 11.59K |
| Q4 2019 | share | Increase | 0.00% | 12.04K shares | 1.56M | $124.71 | 12.04K |