MARSHALL FINANCIAL GROUP LLC – iShares Morningstar Mid-Cap ETF Transaction History
MARSHALL FINANCIAL GROUP LLC portfolio value:
$1.53M
portfolio value
MARSHALL FINANCIAL GROUP LLC quarter portfolio value change:
-4.38%
quarter
iShares Morningstar Mid-Cap ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +0.27% | 77 shares | -66K | $53.88 | 28.51K |
Q2 2022 | share | Increase | +26.20% | 5.90K shares | 86K | $56.35 | 28.43K |
Q1 2022 | share | Increase | +29.78% | 5.17K shares | 282K | $67.3 | 22.53K |
Q4 2021 | share | Decrease | -4.35% | -789 shares | 26K | $71.11 | 17.36K |
Q3 2021 | share | Increase | +3.69% | 646 shares | 34K | $66.54 | 18.15K |
Q2 2021 | share | Increase | +4.91% | 820 shares | 125K | $66.82 | 17.50K |
Q1 2021 | share | Increase | +1.53% | 252 shares | 87K | $62.49 | 16.68K |
Q4 2020 | share | Increase | 0.00% | 16.43K shares | 962K | $58.08 | 16.43K |