CASSADY SCHILLER WEALTH MANAGEMENT, LLC – iShares Core Dividend Growth ETF Transaction History
CASSADY SCHILLER WEALTH MANAGEMENT, LLC portfolio value:
$216,000
portfolio value
CASSADY SCHILLER WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.06% | 3 shares | -15K | $44.47 | 4.85K |
| Q2 2022 | share | Increase | +0.52% | 25 shares | -27K | $47.64 | 4.85K |
| Q1 2022 | share | Increase | +18.12% | 741 shares | 31K | $53.41 | 4.83K |
| Q4 2021 | share | Increase | 0.00% | 4.08K shares | 227K | $55.56 | 4.08K |