SAX WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$20.97M
portfolio value
SAX WEALTH 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 | Increase | +6.48% | 5.82K shares | 651K | $219.26 | 95.67K |
| Q2 2022 | share | Increase | +4.30% | 3.70K shares | -2.79M | $226.23 | 89.84K |
| Q1 2022 | share | Increase | +4.03% | 3.38K shares | -330K | $268.34 | 87.38K |
| Q4 2021 | share | Increase | +9.31% | 7.15K shares | 3.56M | $282.78 | 84.00K |
| Q3 2021 | share | Increase | +5.36% | 3.91K shares | 616K | $263.07 | 76.85K |
| Q2 2021 | share | Increase | +7.13% | 4.85K shares | 1.88M | $267.76 | 72.94K |
| Q1 2021 | share | Increase | +3.14% | 2.07K shares | 2.55M | $258.63 | 68.08K |
| Q4 2020 | share | Increase | 0.00% | 66.01K shares | 15.17M | $227.78 | 66.01K |