LEVY WEALTH MANAGEMENT GROUP, LLC – iShares Preferred and Income Securities ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$333,000
portfolio value
iShares Preferred and Income Securities ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 10.5K shares | 333K | $31.67 | 10.5K |
| Q2 2022 | share | Decrease | -100.00% | -5.89K shares | -215K | $32.88 | 0 |
| Q1 2022 | share | Increase | +0.58% | 34 shares | -16K | $36.42 | 5.89K |
| Q4 2021 | share | Increase | 0.00% | 5.86K shares | 231K | $39.33 | 5.86K |