BURT WEALTH ADVISORS – iShares Russell 3000 ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$353,000
portfolio value
BURT WEALTH ADVISORS quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -18K | $207.04 | 1.70K | |
| Q2 2022 | share | 0.00% | 0 shares | -77K | $217.39 | 1.70K | |
| Q1 2022 | share | Increase | +51.87% | 583 shares | 136K | $262.37 | 1.70K |
| Q4 2021 | share | Decrease | -2.60% | -30 shares | 18K | $278.5 | 1.12K |
| Q3 2021 | share | 0.00% | 0 shares | -1K | $254.85 | 1.15K | |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $255.1 | 1.15K | |
| Q1 2021 | share | 0.00% | 0 shares | 16K | $235.97 | 1.15K | |
| Q4 2020 | share | Decrease | -3.83% | -46 shares | 23K | $221.71 | 1.15K |
| Q3 2020 | share | 0.00% | 0 shares | 19K | $193.36 | 1.2K | |
| Q2 2020 | share | 0.00% | 0 shares | 38K | $177.18 | 1.2K | |
| Q1 2020 | share | 0.00% | 0 shares | -48K | $145.47 | 1.2K | |
| Q4 2019 | share | 0.00% | 0 shares | 17K | $183.92 | 1.2K | |
| Q3 2019 | share | 0.00% | 0 shares | 2K | $168.75 | 1.2K | |
| Q2 2019 | share | 0.00% | 0 shares | 7K | $166.65 | 1.2K | |
| Q1 2019 | share | 0.00% | 0 shares | 24K | $160.3 | 1.2K | |
| Q4 2018 | share | 0.00% | 0 shares | -31K | $140.76 | 1.2K | |
| Q3 2018 | share | 0.00% | 0 shares | 12K | $164.14 | 1.2K | |
| Q2 2018 | share | 0.00% | 0 shares | 7K | $153.32 | 1.2K | |
| Q1 2018 | share | 0.00% | 0 shares | -2K | $147.7 | 1.2K | |
| Q4 2017 | share | 0.00% | 0 shares | 11K | $148.81 | 1.2K | |
| Q3 2017 | share | 0.00% | 0 shares | 7K | $139.86 | 1.2K | |
| Q2 2017 | share | 0.00% | 0 shares | 4K | $133.77 | 1.2K | |
| Q1 2017 | share | 0.00% | 0 shares | 8K | $129.95 | 1.2K | |
| Q4 2016 | share | 0.00% | 0 shares | 7K | $123.01 | 1.2K | |
| Q3 2016 | share | 0.00% | 0 shares | 5K | $117.99 | 1.2K | |
| Q2 2016 | share | 0.00% | 0 shares | 3K | $113.12 | 1.2K | |
| Q1 2016 | share | Decrease | -50.00% | -1.2K shares | -13K | $110.24 | 1.2K |