MPS LORIA FINANCIAL PLANNERS, LLC – iShares Russell 3000 ETF Transaction History
MPS LORIA FINANCIAL PLANNERS, LLC portfolio value:
$4.16M
portfolio value
MPS LORIA FINANCIAL PLANNERS, LLC 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 | Decrease | -0.65% | -131 shares | -236K | $207.04 | 20.11K |
| Q2 2022 | share | Decrease | -0.93% | -191 shares | -960K | $217.39 | 20.24K |
| Q1 2022 | share | Decrease | -0.60% | -123 shares | -344K | $262.37 | 20.43K |
| Q4 2021 | share | Decrease | -0.98% | -203 shares | 414K | $278.5 | 20.55K |
| Q3 2021 | share | Decrease | -3.33% | -716 shares | -206K | $254.85 | 20.75K |
| Q2 2021 | share | Decrease | -3.69% | -823 shares | 207K | $255.1 | 21.47K |
| Q1 2021 | share | Decrease | -15.22% | -4.00K shares | -512K | $235.97 | 22.29K |
| Q4 2020 | share | Increase | +0.10% | 26 shares | 659K | $221.71 | 26.29K |
| Q3 2020 | share | Decrease | -5.01% | -1.38K shares | 162K | $193.36 | 26.27K |
| Q2 2020 | share | Increase | +2.75% | 741 shares | 988K | $177.18 | 27.65K |
| Q1 2020 | share | Decrease | -3.03% | -841 shares | -1.24M | $145.47 | 26.91K |
| Q4 2019 | share | Decrease | -1.67% | -471 shares | 327K | $183.92 | 27.75K |
| Q3 2019 | share | Decrease | -5.33% | -1.58K shares | -234K | $168.75 | 28.22K |
| Q2 2019 | share | Increase | +1.39% | 409 shares | 237K | $166.65 | 29.81K |
| Q1 2019 | share | Decrease | -0.57% | -169 shares | 557K | $160.3 | 29.40K |
| Q4 2018 | share | Decrease | -0.83% | -248 shares | -811K | $140.76 | 29.57K |
| Q3 2018 | share | Decrease | -0.64% | -192 shares | 284K | $164.14 | 29.82K |
| Q2 2018 | share | Increase | +4.04% | 1.16K shares | 361K | $153.32 | 30.01K |
| Q1 2018 | share | Decrease | -0.07% | -19 shares | -55K | $147.7 | 28.85K |
| Q4 2017 | share | Decrease | -1.47% | -430 shares | 192K | $148.81 | 28.87K |
| Q3 2017 | share | Increase | +0.07% | 21 shares | 114K | $139.86 | 29.3K |
| Q2 2017 | share | Increase | 0.00% | 29.27K shares | 4.26M | $133.77 | 29.27K |