SAX WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$2.44M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.12% | -23 shares | -173K | $128.52 | 19.00K |
| Q2 2022 | share | Increase | +0.01% | 2 shares | -347K | $137.46 | 19.02K |
| Q1 2022 | share | Increase | +1.42% | 267 shares | 24K | $155.72 | 19.02K |
| Q4 2021 | share | Increase | +0.06% | 12 shares | 212K | $156.74 | 18.75K |
| Q3 2021 | share | Increase | +0.08% | 15 shares | -39K | $145.42 | 18.74K |
| Q2 2021 | share | Decrease | -0.88% | -167 shares | 96K | $146.8 | 18.73K |
| Q1 2021 | share | Decrease | -2.21% | -428 shares | 195K | $139.94 | 18.89K |
| Q4 2020 | share | Increase | 0.00% | 19.32K shares | 2.47M | $126.22 | 19.32K |