SAX WEALTH ADVISORS, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$8.60M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.16% | 8.15K shares | 225K | $79.54 | 108.17K |
| Q2 2022 | share | Increase | +18.50% | 15.61K shares | -140K | $83.78 | 100.01K |
| Q1 2022 | share | Decrease | -19.30% | -20.34K shares | -2.69M | $100.94 | 85.05K |
| Q4 2021 | share | Increase | +9.27% | 8.94K shares | 1.78M | $107.29 | 105.40K |
| Q3 2021 | share | Increase | +7.85% | 7.01K shares | 657K | $98.38 | 96.45K |
| Q2 2021 | share | Increase | +23.94% | 17.27K shares | 2.22M | $98.41 | 89.44K |
| Q1 2021 | share | Increase | +3.17% | 2.21K shares | 580K | $91.05 | 72.16K |
| Q4 2020 | share | Increase | 0.00% | 69.95K shares | 6.03M | $85.42 | 69.95K |