GUARDIAN WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC portfolio value:
$588,000
portfolio value
GUARDIAN WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -91.66% | -50.27K shares | -6.95M | $128.52 | 4.57K |
| Q2 2022 | share | Increase | +3.05% | 1.62K shares | -749K | $137.46 | 54.85K |
| Q1 2022 | share | Increase | +4.52% | 2.30K shares | 313K | $155.72 | 53.22K |
| Q4 2021 | share | Increase | +5.33% | 2.57K shares | 945K | $156.74 | 50.92K |
| Q3 2021 | share | Increase | +1.04% | 497 shares | -34K | $145.42 | 48.35K |
| Q2 2021 | share | Increase | +0.91% | 431 shares | 367K | $146.8 | 47.85K |
| Q1 2021 | share | Increase | +2.25% | 1.04K shares | 761K | $139.94 | 47.42K |
| Q4 2020 | share | Increase | 0.00% | 46.37K shares | 5.93M | $126.22 | 46.37K |