HB WEALTH MANAGEMENT, LLC – iShares S&P 500 Value ETF Transaction History
HB WEALTH MANAGEMENT, LLC portfolio value:
$5.73M
portfolio value
HB WEALTH MANAGEMENT, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -14.63% | -7.65K shares | -1.45M | $128.52 | 44.63K |
| Q2 2022 | share | Increase | +10.08% | 4.78K shares | -209K | $137.46 | 52.28K |
| Q1 2022 | share | Increase | +15.89% | 6.51K shares | 976K | $155.72 | 47.49K |
| Q4 2021 | share | Increase | 0.00% | 40.98K shares | 6.42M | $156.74 | 40.98K |