GUARDIAN WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
GUARDIAN WEALTH ADVISORS, LLC portfolio value:
$1.90M
portfolio value
GUARDIAN 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 | Decrease | -62.37% | -14.40K shares | -3.32M | $219.26 | 8.69K |
Q2 2022 | share | Increase | +7.81% | 1.67K shares | -523K | $226.23 | 23.09K |
Q1 2022 | share | Increase | +6.85% | 1.37K shares | 73K | $268.34 | 21.42K |
Q4 2021 | share | Increase | +8.67% | 1.59K shares | 822K | $282.78 | 20.05K |
Q3 2021 | share | Increase | +2.44% | 439 shares | 13K | $263.07 | 18.45K |
Q2 2021 | share | Increase | +0.45% | 81 shares | 174K | $267.76 | 18.01K |
Q1 2021 | share | Decrease | -2.60% | -479 shares | 436K | $258.63 | 17.93K |
Q4 2020 | share | Increase | 0.00% | 18.41K shares | 4.23M | $227.78 | 18.41K |