SAX WEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$10.57M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.21% | 10.22K shares | 312K | $87.19 | 121.24K |
| Q2 2022 | share | Increase | +4.10% | 4.37K shares | -1.24M | $92.41 | 111.01K |
| Q1 2022 | share | Decrease | -9.46% | -11.68K shares | -2.08M | $107.88 | 111.85K |
| Q4 2021 | share | Increase | +2.51% | 3.02K shares | 987K | $114.65 | 123.54K |
| Q3 2021 | share | Increase | +2.63% | 3.08K shares | -108K | $109.19 | 120.52K |
| Q2 2021 | share | Decrease | -16.43% | -23.08K shares | -1.98M | $112.47 | 117.43K |
| Q1 2021 | share | Increase | +26.84% | 29.73K shares | 5.07M | $107.8 | 140.52K |
| Q4 2020 | share | Increase | 0.00% | 110.78K shares | 10.18M | $91.05 | 110.78K |