HERITAGE FINANCIAL SERVICES, LLC – iShares Core U.S. REIT ETF Transaction History
HERITAGE FINANCIAL SERVICES, LLC portfolio value:
$8.72M
portfolio value
HERITAGE FINANCIAL SERVICES, LLC quarter portfolio value change:
-11.05%
quarter
iShares Core U.S. REIT ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.83% | -1.53K shares | -1.16M | $47.5 | 183.73K |
| Q2 2022 | share | Increase | 0.00% | 185.27K shares | 9.89M | $53.4 | 185.27K |