BADGLEY PHELPS WEALTH MANAGERS, LLC – iShares Core S&P 500 ETF Transaction History
BADGLEY PHELPS WEALTH MANAGERS, LLC portfolio value:
$2.75M
portfolio value
BADGLEY PHELPS WEALTH MANAGERS, 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 | +4.14% | 306 shares | -41K | $358.65 | 7.68K |
| Q2 2022 | share | Increase | +36.52% | 1.97K shares | 346K | $379.15 | 7.38K |
| Q1 2022 | share | Decrease | -0.28% | -15 shares | -134K | $453.69 | 5.40K |
| Q4 2021 | share | Decrease | -6.76% | -393 shares | 81K | $478.18 | 5.42K |
| Q3 2021 | share | Increase | 0.00% | 5.81K shares | 2.50M | $430.82 | 5.81K |