SOURCE FINANCIAL ADVISORS LLC – iShares U.S. Financial Services ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$2.52M
portfolio value
SOURCE FINANCIAL ADVISORS LLC quarter portfolio value change:
-4.71%
quarter
iShares U.S. Financial Services ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.72% | -1.08K shares | -286K | $141.24 | 17.89K |
| Q2 2022 | share | Decrease | -4.02% | -795 shares | -753K | $148.22 | 18.98K |
| Q1 2022 | share | Decrease | -20.92% | -5.23K shares | -1.26M | $180.33 | 19.77K |
| Q4 2021 | share | Decrease | -2.10% | -536 shares | 22K | $193.45 | 25.00K |
| Q3 2021 | share | Decrease | -2.49% | -651 shares | -45K | $188.18 | 25.54K |
| Q2 2021 | share | Increase | +1.39% | 359 shares | 427K | $184.52 | 26.19K |
| Q1 2021 | share | Increase | +25.71% | 5.28K shares | 1.34M | $170.26 | 25.83K |
| Q4 2020 | share | Increase | 0.00% | 20.55K shares | 3.08M | $148.69 | 20.55K |