ALLIANCE WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
ALLIANCE WEALTH ADVISORS, LLC portfolio value:
$4.63M
portfolio value
ALLIANCE 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 | +1.31% | 273 shares | -86K | $219.26 | 21.12K |
| Q2 2022 | share | Increase | +2.17% | 442 shares | -759K | $226.23 | 20.85K |
| Q1 2022 | share | Decrease | -1.56% | -323 shares | -392K | $268.34 | 20.41K |
| Q4 2021 | share | Increase | +0.80% | 165 shares | 458K | $282.78 | 20.73K |
| Q3 2021 | share | Increase | +0.35% | 72 shares | -97K | $263.07 | 20.56K |
| Q2 2021 | share | Increase | +4.37% | 858 shares | 396K | $267.76 | 20.49K |
| Q1 2021 | share | Increase | +47.94% | 6.36K shares | 2.06M | $258.63 | 19.63K |
| Q4 2020 | share | Increase | 0.00% | 13.27K shares | 3.05M | $227.78 | 13.27K |