BLUE ZONE WEALTH ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
BLUE ZONE WEALTH ADVISORS, LLC portfolio value:
$13.17M
portfolio value
BLUE ZONE WEALTH 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 | -9.15% | -22.91K shares | -1.95M | $57.85 | 227.66K |
| Q2 2022 | share | Increase | +0.43% | 1.08K shares | -3.93M | $60.35 | 250.58K |
| Q1 2022 | share | Decrease | -10.19% | -28.30K shares | -4.18M | $76.38 | 249.50K |
| Q4 2021 | share | Decrease | -1.00% | -2.80K shares | 2.50M | $84.16 | 277.80K |
| Q3 2021 | share | Increase | +4.49% | 12.05K shares | 1.20M | $73.91 | 280.61K |
| Q2 2021 | share | Decrease | -1.74% | -4.74K shares | 1.73M | $72.62 | 268.56K |
| Q1 2021 | share | Decrease | -2.09% | -5.83K shares | -20K | $64.94 | 273.30K |
| Q4 2020 | share | Increase | +0.93% | 2.56K shares | 1.83M | $63.55 | 279.14K |
| Q3 2020 | share | Decrease | -8.49% | -25.65K shares | 300K | $57.4 | 276.57K |
| Q2 2020 | share | Increase | +74.00% | 128.53K shares | 8.51M | $51.41 | 302.23K |
| Q1 2020 | share | Increase | +16.60% | 24.73K shares | -45K | $40.8 | 173.7K |
| Q4 2019 | share | Increase | 0.00% | 148.96K shares | 7.21M | $47.72 | 148.96K |