RIDGECREST WEALTH PARTNERS, LLC – iShares Core S&P 500 ETF Transaction History
RIDGECREST WEALTH PARTNERS, LLC portfolio value:
$5.01M
portfolio value
RIDGECREST WEALTH PARTNERS, 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 | +2.87% | 390 shares | -139K | $358.65 | 13.98K |
| Q2 2022 | share | Increase | +6.09% | 780 shares | -659K | $379.15 | 13.59K |
| Q1 2022 | share | Increase | +0.76% | 97 shares | -252K | $453.69 | 12.81K |
| Q4 2021 | share | Decrease | -1.85% | -239 shares | 484K | $478.18 | 12.71K |
| Q3 2021 | share | Decrease | -0.28% | -36 shares | -4K | $430.82 | 12.95K |
| Q2 2021 | share | Increase | +60.24% | 4.88K shares | 2.35M | $428.29 | 12.98K |
| Q1 2021 | share | Increase | 0.00% | 8.10K shares | 3.22M | $395.17 | 8.10K |