BURT WEALTH ADVISORS – iShares MSCI USA Momentum Factor ETF Transaction History
BURT WEALTH ADVISORS portfolio value:
$21.79M
portfolio value
BURT WEALTH ADVISORS 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 | Decrease | -2.12% | -3.59K shares | -1.35M | $131.18 | 166.16K |
| Q2 2022 | share | Increase | +8.27% | 12.96K shares | -3.23M | $136.37 | 169.76K |
| Q1 2022 | share | Decrease | -7.28% | -12.31K shares | -4.36M | $168.27 | 156.79K |
| Q4 2021 | share | Decrease | -0.08% | -142 shares | 1.02M | $182.36 | 169.11K |
| Q3 2021 | share | Decrease | -0.50% | -854 shares | 219K | $175.6 | 169.25K |
| Q2 2021 | share | Decrease | -0.11% | -193 shares | 2.10M | $173.11 | 170.10K |
| Q1 2021 | share | Decrease | -0.49% | -841 shares | -208K | $160.45 | 170.30K |
| Q4 2020 | share | Increase | +0.92% | 1.56K shares | 2.60M | $160.78 | 171.14K |
| Q3 2020 | share | Decrease | -0.36% | -606 shares | 2.70M | $146.65 | 169.57K |
| Q2 2020 | share | Increase | +0.92% | 1.55K shares | 4.33M | $130.11 | 170.18K |
| Q1 2020 | share | Decrease | -1.06% | -1.80K shares | -3.44M | $105.47 | 168.63K |
| Q4 2019 | share | Increase | +1.93% | 3.22K shares | 1.46M | $123.82 | 170.43K |
| Q3 2019 | share | Decrease | -0.70% | -1.18K shares | -32K | $117.12 | 167.20K |
| Q2 2019 | share | Decrease | -0.95% | -1.61K shares | 900K | $116.07 | 168.39K |
| Q1 2019 | share | Increase | +27.40% | 36.56K shares | 5.69M | $109.37 | 170.00K |
| Q4 2018 | share | Decrease | -30.97% | -59.87K shares | -9.63M | $97.3 | 133.43K |
| Q3 2018 | share | Decrease | -0.58% | -1.11K shares | 1.67M | $115.07 | 193.31K |
| Q2 2018 | share | Increase | +1697.97% | 183.61K shares | 20.18M | $105.84 | 194.43K |
| Q1 2018 | share | Increase | +1444.86% | 10.11K shares | 1.07M | $101.88 | 10.81K |
| Q4 2017 | share | Increase | 0.00% | 700 shares | 72K | $98.94 | 700 |
| Q1 2016 | share | Decrease | -100.00% | -71 shares | -5K | $68.54 | 0 |