LIBERTY WEALTH MANAGEMENT LLC – iShares Core S&P Small-Cap ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.69M
portfolio value
iShares Core S&P Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | 0.00% | 19.40K shares | 1.69M | $87.19 | 19.40K |
| Q2 2022 | share | Decrease | -100.00% | -25.93K shares | -2.79M | $92.41 | 0 |
| Q1 2022 | share | Decrease | -10.67% | -3.09K shares | -510K | $107.88 | 25.93K |
| Q4 2021 | share | Increase | +5.50% | 1.51K shares | 301K | $114.65 | 29.03K |
| Q3 2021 | share | Increase | +4.43% | 1.16K shares | 29K | $109.19 | 27.52K |
| Q2 2021 | share | Increase | +6.99% | 1.72K shares | 531K | $112.47 | 26.35K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $107.8 | 24.63K | |
| Q4 2020 | share | Decrease | -41.87% | -17.74K shares | -531K | $91.05 | 24.63K |
| Q3 2020 | share | Increase | +22.02% | 7.64K shares | 604K | $69.39 | 42.37K |
| Q2 2020 | share | Increase | +4770.55% | 34.01K shares | 2.33M | $67.19 | 34.72K |
| Q1 2020 | share | Decrease | -51.86% | -768 shares | -84K | $55.01 | 713 |
| Q4 2019 | share | Decrease | -52.10% | -1.61K shares | -116K | $81.83 | 1.48K |
| Q3 2019 | share | Increase | +35.85% | 816 shares | 62K | $75.59 | 3.09K |
| Q2 2019 | share | Decrease | -40.71% | -1.56K shares | -118K | $75.74 | 2.27K |
| Q1 2019 | share | Increase | +19.15% | 617 shares | 73K | $74.4 | 3.83K |
| Q4 2018 | share | Increase | 0.00% | 3.22K shares | 223K | $66.62 | 3.22K |