ENDOWMENT WEALTH MANAGEMENT, INC. – iShares Core S&P U.S. Value ETF Transaction History
ENDOWMENT WEALTH MANAGEMENT, INC. portfolio value:
$538,000
portfolio value
ENDOWMENT WEALTH MANAGEMENT, INC. quarter portfolio value change:
-6.38%
quarter
iShares Core S&P U.S. Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.82% | 1.23K shares | 46K | $62.61 | 8.58K |
| Q2 2022 | share | Decrease | -1.36% | -101 shares | -73K | $66.88 | 7.34K |
| Q1 2022 | share | Increase | +11.96% | 796 shares | 57K | $75.87 | 7.45K |
| Q4 2021 | share | Increase | 0.00% | 6.65K shares | 508K | $76.35 | 6.65K |