CLIENTFIRST WEALTH MANAGEMENT, LLC – iShares S&P 500 Value ETF Transaction History
CLIENTFIRST WEALTH MANAGEMENT, LLC portfolio value:
$599,000
portfolio value
CLIENTFIRST 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 | 0.00% | 0 shares | 40K | $128.52 | 4.06K | |
| Q2 2022 | share | 0.00% | 0 shares | -74K | $137.46 | 4.06K | |
| Q1 2022 | share | 0.00% | 0 shares | -4K | $155.72 | 4.06K | |
| Q4 2021 | share | Increase | 0.00% | 4.06K shares | 637K | $156.74 | 4.06K |