CENTER FOR FINANCIAL PLANNING, INC. – iShares Core S&P Mid-Cap ETF Transaction History
CENTER FOR FINANCIAL PLANNING, INC. portfolio value:
$1.61M
portfolio value
CENTER FOR FINANCIAL PLANNING, INC. quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -12.83% | -1.08K shares | -296K | $219.26 | 7.34K |
| Q2 2022 | share | Increase | +7.16% | 563 shares | -204K | $226.23 | 8.43K |
| Q1 2022 | share | Increase | +12.51% | 875 shares | 131K | $268.34 | 7.86K |
| Q4 2021 | share | Increase | +18.77% | 1.10K shares | 431K | $282.78 | 6.99K |
| Q3 2021 | share | Increase | +6.15% | 341 shares | 58K | $263.07 | 5.88K |
| Q2 2021 | share | Increase | +0.54% | 30 shares | 55K | $267.76 | 5.54K |
| Q1 2021 | share | Decrease | -1.94% | -109 shares | 143K | $258.63 | 5.51K |
| Q4 2020 | share | Decrease | -8.91% | -550 shares | 149K | $227.78 | 5.62K |
| Q3 2020 | share | Increase | +3.45% | 206 shares | 82K | $183.12 | 6.17K |
| Q2 2020 | share | Increase | +58.15% | 2.19K shares | 519K | $174.9 | 5.97K |
| Q1 2020 | share | Increase | +2.14% | 79 shares | -218K | $140.98 | 3.77K |
| Q4 2019 | share | Increase | 0.00% | 3.69K shares | 761K | $200.54 | 3.69K |