MARSHALL FINANCIAL GROUP INC /ADV – iShares MSCI USA Momentum Factor ETF Transaction History
MARSHALL FINANCIAL GROUP INC /ADV portfolio value:
$1.44M
portfolio value
MARSHALL FINANCIAL GROUP INC /ADV quarter portfolio value change:
-3.81%
quarter
iShares MSCI USA Momentum Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -57K | $131.18 | 10.98K | |
| Q2 2022 | share | Decrease | -18.55% | -2.50K shares | -772K | $136.37 | 10.98K |
| Q1 2022 | share | Decrease | -2.59% | -359 shares | -248K | $168.27 | 13.48K |
| Q4 2021 | share | Decrease | -4.38% | -634 shares | -25K | $182.36 | 13.84K |
| Q3 2021 | share | 0.00% | 0 shares | 32K | $175.6 | 14.48K | |
| Q2 2021 | share | Decrease | -1.13% | -165 shares | 155K | $173.11 | 14.48K |
| Q1 2021 | share | Increase | +7.47% | 1.01K shares | 158K | $160.45 | 14.64K |
| Q4 2020 | share | Increase | +9.92% | 1.23K shares | 370K | $160.78 | 13.62K |
| Q3 2020 | share | Increase | +13.34% | 1.45K shares | 395K | $146.65 | 12.39K |
| Q2 2020 | share | Increase | +47.47% | 3.52K shares | 643K | $130.11 | 10.93K |
| Q1 2020 | share | Increase | +230.28% | 5.17K shares | 508K | $105.47 | 7.41K |
| Q4 2019 | share | Increase | 0.00% | 2.24K shares | 282K | $123.82 | 2.24K |