SAX WEALTH ADVISORS, LLC – iShares S&P Small-Cap 600 Value ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$8.28M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-7.39%
quarter
iShares S&P Small-Cap 600 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -2.86% | -2.96K shares | -925K | $82.45 | 100.52K |
| Q2 2022 | share | Decrease | -3.54% | -3.79K shares | -1.77M | $89.03 | 103.48K |
| Q1 2022 | share | Decrease | -32.55% | -52.21K shares | -5.68M | $102.39 | 108.18K |
| Q4 2021 | share | Increase | +1.71% | 2.69K shares | 884K | $104.55 | 160.39K |
| Q3 2021 | share | Increase | +1.07% | 1.66K shares | -576K | $100.67 | 157.70K |
| Q2 2021 | share | Decrease | -0.43% | -676 shares | 664K | $104.9 | 156.04K |
| Q1 2021 | share | Increase | +4.83% | 7.22K shares | 3.63M | $100.01 | 156.72K |
| Q4 2020 | share | Increase | 0.00% | 149.49K shares | 12.15M | $80.44 | 149.49K |