LIBERTY WEALTH MANAGEMENT LLC – iShares TIPS Bond ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$3.21M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-7.91%
quarter
iShares TIPS Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -18.74% | -7.07K shares | -1.07M | $104.9 | 30.68K |
| Q2 2022 | share | Increase | +62.18% | 14.47K shares | 1.39M | $113.91 | 37.75K |
| Q1 2022 | share | Decrease | -29.11% | -9.55K shares | -1.34M | $124.57 | 23.27K |
| Q4 2021 | share | Increase | +31.54% | 7.87K shares | 1.05M | $129.36 | 32.83K |
| Q3 2021 | share | Increase | +877.03% | 22.40K shares | 2.86M | $126.96 | 24.96K |
| Q2 2021 | share | Increase | +991.88% | 2.32K shares | 298K | $124.83 | 2.55K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $120.95 | 234 | |
| Q4 2020 | share | Decrease | -54.03% | -275 shares | -35K | $123.02 | 234 |
| Q3 2020 | share | Increase | +11.87% | 54 shares | 8K | $121.05 | 509 |
| Q2 2020 | share | Decrease | -8.45% | -42 shares | -3K | $117.7 | 455 |
| Q1 2020 | share | Decrease | -2.93% | -15 shares | -1K | $112.4 | 497 |
| Q4 2019 | share | Increase | +25.80% | 105 shares | 13K | $110.99 | 512 |
| Q3 2019 | share | Increase | +0.49% | 2 shares | 0 | $110.32 | 407 |
| Q2 2019 | share | Increase | +0.25% | 1 shares | 2K | $108.67 | 405 |
| Q1 2019 | share | 0.00% | 0 shares | 1K | $105.77 | 404 | |
| Q4 2018 | share | Increase | 0.00% | 404 shares | 44K | $102.44 | 404 |