CASSADY SCHILLER WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$2.36M
portfolio value
CASSADY SCHILLER 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 | 0.00% | 0 shares | -135K | $358.65 | 6.6K | |
| Q2 2022 | share | Decrease | -6.18% | -435 shares | -690K | $379.15 | 6.6K |
| Q1 2022 | share | Increase | +1.60% | 111 shares | -111K | $453.69 | 7.03K |
| Q4 2021 | share | Increase | 0.00% | 6.92K shares | 3.30M | $478.18 | 6.92K |