WEST FINANCIAL ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
WEST FINANCIAL ADVISORS, LLC portfolio value:
$14.30M
portfolio value
WEST FINANCIAL ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.08% | -51 shares | -466K | $219.26 | 65.22K |
| Q2 2022 | share | Increase | +14.82% | 8.42K shares | -487K | $226.23 | 65.27K |
| Q1 2022 | share | Decrease | -20.45% | -14.61K shares | -4.97M | $268.34 | 56.84K |
| Q4 2021 | share | Increase | +3.03% | 2.10K shares | 1.98M | $282.78 | 71.46K |
| Q3 2021 | share | Increase | +3.57% | 2.39K shares | 250K | $263.07 | 69.35K |
| Q2 2021 | share | Increase | +8.25% | 5.10K shares | 1.89M | $267.76 | 66.96K |
| Q1 2021 | share | Increase | +1.79% | 1.08K shares | 2.13M | $258.63 | 61.86K |
| Q4 2020 | share | Increase | 0.00% | 60.77K shares | 13.96M | $227.78 | 60.77K |