MARSHALL FINANCIAL GROUP INC /ADV – iShares Russell 1000 Value ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$1.61M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -3.73% | -459 shares | -173K | $135.99 | 11.85K |
| Q2 2022 | share | Decrease | -1.79% | -225 shares | -296K | $144.97 | 12.31K |
| Q1 2022 | share | Decrease | -10.12% | -1.41K shares | -262K | $165.98 | 12.54K |
| Q4 2021 | share | Decrease | -7.37% | -1.11K shares | -14K | $167.97 | 13.95K |
| Q3 2021 | share | 0.00% | 0 shares | -32K | $156.51 | 15.06K | |
| Q2 2021 | share | Decrease | -0.89% | -136 shares | 86K | $157.82 | 15.06K |
| Q1 2021 | share | 0.00% | 0 shares | 225K | $150.24 | 15.20K | |
| Q4 2020 | share | Decrease | -1.82% | -282 shares | 250K | $134.99 | 15.20K |
| Q3 2020 | share | Decrease | -7.83% | -1.31K shares | -63K | $116.11 | 15.48K |
| Q2 2020 | share | Decrease | -12.48% | -2.39K shares | -12K | $110 | 16.8K |
| Q1 2020 | share | Decrease | -11.36% | -2.45K shares | -1.05M | $96.29 | 19.19K |
| Q4 2019 | share | Increase | +0.43% | 92 shares | 189K | $131.41 | 21.65K |
| Q3 2019 | share | 0.00% | 0 shares | 23K | $122.45 | 21.56K | |
| Q2 2019 | share | Increase | +0.21% | 45 shares | 86K | $120.68 | 21.56K |
| Q1 2019 | share | Increase | +0.15% | 33 shares | 271K | $116.49 | 21.51K |
| Q4 2018 | share | Increase | 0.00% | 21.48K shares | 2.38M | $104.19 | 21.48K |