HERITAGE FINANCIAL SERVICES, LLC – iShares Core S&P 500 ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$828,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.25% | -154 shares | -105K | $358.65 | 2.30K |
| Q2 2022 | share | Increase | 0.00% | 2.46K shares | 933K | $379.15 | 2.46K |