YORKBRIDGE WEALTH PARTNERS, LLC – iShares Russell 1000 ETF Transaction History
YORKBRIDGE WEALTH PARTNERS, LLC portfolio value:
$667,000
portfolio value
YORKBRIDGE WEALTH PARTNERS, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -35K | $197.33 | 3.37K | |
| Q2 2022 | share | Increase | +0.15% | 5 shares | -142K | $207.76 | 3.37K |
| Q1 2022 | share | 0.00% | 0 shares | -48K | $250.07 | 3.37K | |
| Q4 2021 | share | 0.00% | 0 shares | 76K | $265.42 | 3.37K | |
| Q3 2021 | share | Increase | +0.09% | 3 shares | 0 | $241.71 | 3.37K |
| Q2 2021 | share | 0.00% | 0 shares | 61K | $241.27 | 3.37K | |
| Q1 2021 | share | 0.00% | 0 shares | 41K | $222.57 | 3.37K | |
| Q4 2020 | share | Increase | +18.07% | 516 shares | 180K | $209.97 | 3.37K |
| Q3 2020 | share | Increase | +1.06% | 30 shares | 49K | $184.79 | 2.85K |
| Q2 2020 | share | Increase | +1.44% | 40 shares | 91K | $168.79 | 2.82K |
| Q1 2020 | share | Increase | +0.76% | 21 shares | -99K | $138.66 | 2.78K |
| Q4 2019 | share | 0.00% | 0 shares | 38K | $173.85 | 2.76K | |
| Q3 2019 | share | 0.00% | 0 shares | 5K | $159.57 | 2.76K | |
| Q2 2019 | share | 0.00% | 0 shares | 15K | $157.18 | 2.76K | |
| Q1 2019 | share | Decrease | -32.91% | -1.35K shares | -136K | $151.07 | 2.76K |
| Q4 2018 | share | Increase | +43.20% | 1.24K shares | 104K | $132.65 | 4.12K |
| Q3 2018 | share | Decrease | -0.17% | -5 shares | 29K | $153.78 | 2.87K |
| Q2 2018 | share | 0.00% | 0 shares | 11K | $143.23 | 2.88K | |
| Q1 2018 | share | 0.00% | 0 shares | 3K | $138.4 | 2.88K | |
| Q4 2017 | share | 0.00% | 0 shares | 21K | $139.45 | 2.88K | |
| Q3 2017 | share | Decrease | -4.16% | -125 shares | -5K | $130.7 | 2.88K |
| Q2 2017 | share | 0.00% | 0 shares | 8K | $125.25 | 3.00K | |
| Q1 2017 | share | Decrease | -11.74% | -400 shares | -21K | $121.53 | 3.00K |
| Q4 2016 | share | Increase | 0.00% | 3.40K shares | 421K | $114.75 | 3.40K |