WESCOTT FINANCIAL ADVISORY GROUP, LLC – iShares ESG U.S. Aggregate Bond ETF Transaction History
WESCOTT FINANCIAL ADVISORY GROUP, LLC portfolio value:
$646,000
portfolio value
WESCOTT FINANCIAL ADVISORY GROUP, LLC quarter portfolio value change:
-5.11%
quarter
iShares ESG U.S. Aggregate Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.36% | 582 shares | -7K | $46.44 | 13.91K |
| Q2 2022 | share | Increase | +24.61% | 2.63K shares | 100K | $48.94 | 13.33K |
| Q1 2022 | share | Increase | +8.57% | 845 shares | 9K | $51.64 | 10.70K |
| Q4 2021 | share | Decrease | -4.84% | -501 shares | -27K | $54.93 | 9.85K |
| Q3 2021 | share | 0.00% | 0 shares | -8K | $54.98 | 10.35K | |
| Q2 2021 | share | Increase | +30.06% | 2.39K shares | 143K | $55.03 | 10.35K |
| Q1 2021 | share | Increase | +3.15% | 243 shares | 0 | $54.28 | 7.96K |
| Q4 2020 | share | Increase | 0.00% | 7.72K shares | 436K | $55.97 | 7.72K |