WESCOTT FINANCIAL ADVISORY GROUP, LLC – iShares Core S&P 500 ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$23.67M
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, 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 | +2.36% | 1.51K shares | -778K | $358.65 | 66.01K |
| Q2 2022 | share | Decrease | -3.00% | -1.99K shares | -5.71M | $379.15 | 64.49K |
| Q1 2022 | share | Increase | +3635.34% | 64.70K shares | 29.31M | $453.69 | 66.48K |
| Q4 2021 | share | Increase | +47.47% | 573 shares | 329K | $478.18 | 1.78K |
| Q3 2021 | share | Increase | +16.73% | 173 shares | 64K | $430.82 | 1.20K |
| Q2 2021 | share | Increase | 0.00% | 1.03K shares | 456K | $428.29 | 1.03K |