SAX WEALTH ADVISORS, LLC – iShares MSCI USA Quality Factor ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$15.20M
portfolio value
SAX WEALTH ADVISORS, LLC quarter portfolio value change:
-6.97%
quarter
iShares MSCI USA Quality Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.09% | 7.09K shares | -348K | $103.94 | 146.32K |
| Q2 2022 | share | Increase | +1.12% | 1.54K shares | -2.98M | $111.73 | 139.23K |
| Q1 2022 | share | Increase | +0.62% | 869 shares | -1.40M | $134.63 | 140.01K |
| Q4 2021 | share | Increase | +3.70% | 4.96K shares | 2.57M | $145.91 | 139.14K |
| Q3 2021 | share | Increase | +1.73% | 2.28K shares | 151K | $131.73 | 134.18K |
| Q2 2021 | share | Increase | +4.30% | 5.43K shares | 2.12M | $132.46 | 131.89K |
| Q1 2021 | share | Increase | +11.15% | 12.68K shares | 2.17M | $121.06 | 126.46K |
| Q4 2020 | share | Increase | 0.00% | 113.77K shares | 13.22M | $115 | 113.77K |