HIGH NET WORTH ADVISORY GROUP LLC – iShares S&P 500 Value ETF Transaction History
HIGH NET WORTH ADVISORY GROUP LLC portfolio value:
$257,000
portfolio value
HIGH NET WORTH ADVISORY GROUP 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 | Increase | +33.33% | 500 shares | 51K | $128.52 | 2K |
| Q2 2022 | share | Increase | +87.50% | 700 shares | 81K | $137.46 | 1.5K |
| Q1 2022 | share | 0.00% | 0 shares | 0 | $155.72 | 800 | |
| Q4 2021 | share | Increase | 0.00% | 800 shares | 127K | $156.74 | 800 |