POWELL INVESTMENT ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
POWELL INVESTMENT ADVISORS, LLC portfolio value:
$15.79M
portfolio value
POWELL INVESTMENT ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -13.50% | -42.59K shares | -3.25M | $57.85 | 273.02K |
| Q2 2022 | share | Increase | +8.69% | 25.22K shares | -3.13M | $60.35 | 315.61K |
| Q1 2022 | share | Increase | +6.16% | 16.84K shares | -707K | $76.38 | 290.38K |
| Q4 2021 | share | Increase | +4.60% | 12.04K shares | 3.55M | $84.16 | 273.54K |
| Q3 2021 | share | Decrease | -2.00% | -5.34K shares | -80K | $73.91 | 261.50K |
| Q2 2021 | share | Increase | +1.28% | 3.36K shares | 2.25M | $72.62 | 266.84K |
| Q1 2021 | share | Decrease | -1.49% | -3.98K shares | 85K | $64.94 | 263.48K |
| Q4 2020 | share | Increase | +0.26% | 693 shares | 1.65M | $63.55 | 267.46K |
| Q3 2020 | share | Increase | +6.79% | 16.96K shares | 2.45M | $57.4 | 266.77K |
| Q2 2020 | share | Increase | +22.32% | 45.58K shares | 4.53M | $51.41 | 249.81K |
| Q1 2020 | share | Increase | +14.03% | 25.12K shares | -243K | $40.8 | 204.22K |
| Q4 2019 | share | Increase | 0.00% | 179.1K shares | 8.67M | $47.72 | 179.1K |