LIBERTY WEALTH MANAGEMENT LLC – iShares Russell 1000 Growth ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$295,000
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.80%
quarter
iShares Russell 1000 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -34.97% | -755 shares | -216K | $210.4 | 1.40K |
| Q2 2022 | share | Increase | +56.56% | 780 shares | 128K | $218.7 | 2.15K |
| Q1 2022 | share | Decrease | -18.21% | -307 shares | -132K | $277.63 | 1.37K |
| Q4 2021 | share | Decrease | -3.38% | -59 shares | 18K | $307.14 | 1.68K |
| Q3 2021 | share | Increase | +130.82% | 989 shares | 292K | $274.04 | 1.74K |
| Q2 2021 | share | 0.00% | 0 shares | 21K | $271.05 | 756 | |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $242.37 | 756 | |
| Q4 2020 | share | 0.00% | 0 shares | 20K | $240.12 | 756 | |
| Q3 2020 | share | 0.00% | 0 shares | 19K | $215.63 | 756 | |
| Q2 2020 | share | Decrease | -42.55% | -560 shares | -53K | $190.43 | 756 |
| Q1 2020 | share | 0.00% | 0 shares | -33K | $149.17 | 1.31K | |
| Q4 2019 | share | 0.00% | 0 shares | 21K | $173.68 | 1.31K | |
| Q3 2019 | share | 0.00% | 0 shares | 3K | $157.19 | 1.31K | |
| Q2 2019 | share | 0.00% | 0 shares | 8K | $154.52 | 1.31K | |
| Q1 2019 | share | 0.00% | 0 shares | 27K | $148.23 | 1.31K | |
| Q4 2018 | share | Increase | 0.00% | 1.31K shares | 172K | $127.84 | 1.31K |