HERITAGE FINANCIAL SERVICES, LLC – iShares Russell 3000 ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$1.45M
portfolio value
HERITAGE FINANCIAL SERVICES, 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 | -0.47% | -33 shares | -81K | $207.04 | 7.05K |
| Q2 2022 | share | Increase | 0.00% | 7.08K shares | 1.54M | $217.39 | 7.08K |