HERITAGE FINANCIAL SERVICES, LLC – iShares S&P 500 Value ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$398,000
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.19% | -6 shares | -28K | $128.52 | 3.09K |
| Q2 2022 | share | Increase | 0.00% | 3.10K shares | 426K | $137.46 | 3.10K |