SOURCE FINANCIAL ADVISORS LLC – iShares Core S&P Mid-Cap ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$832,000
portfolio value
SOURCE FINANCIAL ADVISORS LLC 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 | Increase | +50.74% | 1.27K shares | 263K | $219.26 | 3.79K |
| Q2 2022 | share | Decrease | -2.37% | -61 shares | -123K | $226.23 | 2.51K |
| Q1 2022 | share | Decrease | -28.92% | -1.04K shares | -335K | $268.34 | 2.57K |
| Q4 2021 | share | Increase | +8.53% | 285 shares | 148K | $282.78 | 3.62K |
| Q3 2021 | share | Increase | +10.22% | 310 shares | 64K | $263.07 | 3.34K |
| Q2 2021 | share | Decrease | -33.64% | -1.53K shares | -374K | $267.76 | 3.03K |
| Q1 2021 | share | Increase | +3.35% | 148 shares | 173K | $258.63 | 4.56K |
| Q4 2020 | share | Increase | 0.00% | 4.42K shares | 1.01M | $227.78 | 4.42K |