TOBIAS FINANCIAL ADVISORS, INC. – iShares Core Aggressive Allocation ETF Transaction History
TOBIAS FINANCIAL ADVISORS, INC. portfolio value:
$749,000
portfolio value
TOBIAS FINANCIAL ADVISORS, INC. quarter portfolio value change:
-7.41%
quarter
iShares Core Aggressive Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.91% | 253 shares | -45K | $55.45 | 13.50K |
| Q2 2022 | share | Decrease | -2.80% | -382 shares | -146K | $59.89 | 13.25K |
| Q1 2022 | share | Increase | 0.00% | 13.63K shares | 940K | $68.94 | 13.63K |
| Q4 2021 | share | Decrease | -100.00% | -9.45K shares | -660K | $72.97 | 0 |
| Q3 2021 | share | Increase | +3.40% | 311 shares | 14K | $69.66 | 9.45K |
| Q2 2021 | share | Increase | +4.16% | 365 shares | 58K | $70.11 | 9.14K |
| Q1 2021 | share | Decrease | -23.14% | -2.64K shares | -145K | $66.31 | 8.78K |
| Q4 2020 | share | Increase | +13.31% | 1.34K shares | 148K | $63.59 | 11.42K |
| Q3 2020 | share | Increase | +7.34% | 689 shares | 70K | $56.93 | 10.08K |
| Q2 2020 | share | Increase | +80.30% | 4.18K shares | 268K | $53.52 | 9.39K |
| Q1 2020 | share | Decrease | -38.36% | -3.24K shares | -243K | $46.12 | 5.20K |
| Q4 2019 | share | Increase | 0.00% | 8.45K shares | 490K | $56.37 | 8.45K |