LEVY WEALTH MANAGEMENT GROUP, LLC – iShares MSCI USA ESG Select ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$826,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.92%
quarter
iShares MSCI USA ESG Select ETF 13F transactions
Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
---|---|---|---|---|---|---|---|
Q3 2022 | share | Increase | +46.26% | 3.44K shares | 226K | $75.91 | 10.87K |
Q2 2022 | share | Increase | +138.75% | 4.32K shares | 298K | $80.69 | 7.43K |
Q1 2022 | share | Increase | 0.00% | 3.11K shares | 302K | $96.84 | 3.11K |