CURI WEALTH MANAGEMENT, LLC – iShares Core S&P Mid-Cap ETF Transaction History
CURI WEALTH MANAGEMENT, LLC portfolio value:
$14.59M
portfolio value
CURI WEALTH MANAGEMENT, 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 | +17.96% | 10.13K shares | 1.83M | $219.26 | 66.57K |
| Q2 2022 | share | Increase | +12.78% | 6.39K shares | -660K | $226.23 | 56.43K |
| Q1 2022 | share | Increase | +13.35% | 5.89K shares | 931K | $268.34 | 50.04K |
| Q4 2021 | share | Increase | +21.43% | 7.79K shares | 2.93M | $282.78 | 44.15K |
| Q3 2021 | share | Increase | +28.53% | 8.07K shares | 1.96M | $263.07 | 36.36K |
| Q2 2021 | share | Increase | +28.86% | 6.33K shares | 1.88M | $267.76 | 28.28K |
| Q1 2021 | share | Increase | +14.54% | 2.78K shares | 1.30M | $258.63 | 21.95K |
| Q4 2020 | share | Increase | 0.00% | 19.16K shares | 4.40M | $227.78 | 19.16K |