LIBERTY WEALTH MANAGEMENT LLC – iShares MSCI USA Min Vol Factor ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$2.41M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.85%
quarter
iShares MSCI USA Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +59.04% | 13.55K shares | 802K | $66.1 | 36.51K |
| Q2 2022 | share | Increase | +7.72% | 1.64K shares | -32K | $70.21 | 22.96K |
| Q1 2022 | share | Increase | +8.34% | 1.64K shares | -112.03M | $77.57 | 21.31K |
| Q4 2021 | share | Increase | +128.60% | 11.06K shares | 113.04M | $81 | 19.67K |
| Q3 2021 | share | Increase | +13.52% | 1.02K shares | 74K | $73.5 | 8.60K |
| Q2 2021 | share | Decrease | -58.60% | -10.73K shares | -662K | $73.33 | 7.58K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $68.73 | 18.31K | |
| Q4 2020 | share | Decrease | -33.17% | -9.08K shares | -526K | $67.16 | 18.31K |
| Q3 2020 | share | Increase | +22.03% | 4.94K shares | 385K | $62.77 | 27.4K |
| Q2 2020 | share | Decrease | -25.45% | -7.66K shares | -277K | $59.41 | 22.45K |
| Q1 2020 | share | Decrease | -4.51% | -1.42K shares | -431K | $52.66 | 30.12K |
| Q4 2019 | share | Increase | +55.07% | 11.20K shares | 765K | $63.58 | 31.54K |
| Q3 2019 | share | Increase | +100.75% | 10.20K shares | 679K | $61.76 | 20.34K |
| Q2 2019 | share | Increase | +27.06% | 2.15K shares | 157K | $59.21 | 10.13K |
| Q1 2019 | share | Increase | +27.42% | 1.71K shares | 141K | $56.1 | 7.97K |
| Q4 2018 | share | Increase | 0.00% | 6.25K shares | 327K | $49.79 | 6.25K |