HERITAGE WEALTH ADVISORS – iShares S&P 500 Growth ETF Transaction History
HERITAGE WEALTH ADVISORS portfolio value:
$4.21M
portfolio value
HERITAGE WEALTH ADVISORS quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.27% | -200 shares | -194K | $57.85 | 72.81K |
| Q2 2022 | share | Increase | +7.00% | 4.77K shares | -805K | $60.35 | 73.01K |
| Q1 2022 | share | Increase | +341105.00% | 68.22K shares | 5.21M | $76.38 | 68.24K |
| Q4 2021 | share | 0.00% | 0 shares | 195 | $84.16 | 20 | |
| Q3 2021 | share | 0.00% | 0 shares | 23 | $73.91 | 20 | |
| Q2 2021 | share | Increase | 0.00% | 20 shares | 1.45K | $72.62 | 20 |