CURI WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$40.01M
portfolio value
CURI WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.69% | 11.67K shares | 2.13M | $358.65 | 111.55K |
| Q2 2022 | share | Increase | +16.46% | 14.11K shares | -1.04M | $379.15 | 99.88K |
| Q1 2022 | share | Increase | +14.05% | 10.56K shares | 3.04M | $453.69 | 85.76K |
| Q4 2021 | share | Increase | +22.41% | 13.76K shares | 9.40M | $478.18 | 75.20K |
| Q3 2021 | share | Increase | +12.89% | 7.01K shares | 3.07M | $430.82 | 61.43K |
| Q2 2021 | share | Increase | +35.44% | 14.23K shares | 7.41M | $428.29 | 54.41K |
| Q1 2021 | share | Increase | +23.96% | 7.76K shares | 3.81M | $395.17 | 40.17K |
| Q4 2020 | share | Increase | 0.00% | 32.41K shares | 12.16M | $371.65 | 32.41K |