FINANCIAL PLANNING & INFORMATION SERVICES, INC. – iShares S&P 500 Growth ETF Transaction History
FINANCIAL PLANNING & INFORMATION SERVICES, INC. portfolio value:
$321,000
portfolio value
FINANCIAL PLANNING & INFORMATION SERVICES, INC. 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 | -0.89% | -50 shares | -17K | $57.85 | 5.54K |
| Q2 2022 | share | Increase | +0.68% | 38 shares | -87K | $60.35 | 5.59K |
| Q1 2022 | share | 0.00% | 0 shares | -40K | $76.38 | 5.56K | |
| Q4 2021 | share | Decrease | -4.39% | -255 shares | 35K | $84.16 | 5.56K |
| Q3 2021 | share | Decrease | -1.11% | -65 shares | 2K | $73.91 | 5.81K |
| Q2 2021 | share | Decrease | -0.81% | -48 shares | 42K | $72.62 | 5.88K |
| Q1 2021 | share | 0.00% | 0 shares | 8K | $64.94 | 5.92K | |
| Q4 2020 | share | 0.00% | 0 shares | 36K | $63.55 | 5.92K | |
| Q3 2020 | share | Decrease | -1.72% | -104 shares | 29K | $57.4 | 5.92K |
| Q2 2020 | share | Decrease | -5.16% | -328 shares | 51K | $51.41 | 6.03K |
| Q1 2020 | share | Decrease | -3.17% | -208 shares | -56K | $40.8 | 6.36K |
| Q4 2019 | share | Increase | +1.42% | 92 shares | 27K | $47.72 | 6.56K |
| Q3 2019 | share | 0.00% | 0 shares | 1K | $44.09 | 6.47K | |
| Q2 2019 | share | Decrease | -0.74% | -48 shares | 9K | $43.74 | 6.47K |
| Q1 2019 | share | Decrease | -17.96% | -1.42K shares | -19K | $41.89 | 6.52K |
| Q4 2018 | share | Decrease | -0.30% | -24 shares | -53K | $36.49 | 7.95K |
| Q3 2018 | share | 0.00% | 0 shares | 29K | $42.77 | 7.97K | |
| Q2 2018 | share | Increase | +2.20% | 172 shares | 21K | $39.15 | 7.97K |
| Q1 2018 | share | Increase | +2.85% | 216 shares | 13K | $37.22 | 7.80K |
| Q4 2017 | share | Decrease | -6.60% | -536 shares | -1K | $36.56 | 7.58K |
| Q3 2017 | share | Decrease | -0.39% | -32 shares | 12K | $34.2 | 8.12K |
| Q2 2017 | share | Decrease | -1.83% | -152 shares | 6K | $32.52 | 8.15K |
| Q1 2017 | share | 0.00% | 0 shares | 20K | $31.14 | 8.30K | |
| Q4 2016 | share | Decrease | -1.98% | -168 shares | -5K | $28.74 | 8.30K |
| Q3 2016 | share | 0.00% | 0 shares | 11K | $28.59 | 8.47K | |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $27.3 | 8.47K | |
| Q1 2016 | share | 0.00% | 0 shares | 1K | $27.03 | 8.47K |