ML & R WEALTH MANAGEMENT LLC – iShares Core S&P 500 ETF Transaction History
ML & R WEALTH MANAGEMENT LLC portfolio value:
$250,000
portfolio value
ML & R WEALTH MANAGEMENT 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 | +18.54% | 109 shares | 27K | $358.65 | 697 |
| Q2 2022 | share | Decrease | -40.79% | -405 shares | -228K | $379.15 | 588 |
| Q1 2022 | share | Decrease | -6.94% | -74 shares | -58K | $453.69 | 993 |
| Q4 2021 | share | Increase | 0.00% | 1.06K shares | 509K | $478.18 | 1.06K |