LIBERTY WEALTH MANAGEMENT LLC – iShares MSCI USA Value Factor ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$1.63M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-9.57%
quarter
iShares MSCI USA Value Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +2.82% | 548 shares | -123K | $81.86 | 19.97K |
| Q2 2022 | share | Decrease | -54.79% | -23.54K shares | -2.72M | $90.52 | 19.42K |
| Q1 2022 | share | Decrease | -32.18% | -20.38K shares | -2.43M | $104.57 | 42.96K |
| Q4 2021 | share | Increase | +0.64% | 401 shares | 576K | $109.59 | 63.35K |
| Q3 2021 | share | Increase | +7.69% | 4.49K shares | 199K | $100.7 | 62.95K |
| Q2 2021 | share | Increase | +26.35% | 12.19K shares | 1.93M | $104.31 | 58.46K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $101.26 | 46.26K | |
| Q4 2020 | share | Increase | +15.28% | 6.13K shares | 1.24M | $85.5 | 46.26K |
| Q3 2020 | share | Increase | +25.45% | 8.14K shares | 649K | $72.14 | 40.13K |
| Q2 2020 | share | Increase | 0.00% | 31.99K shares | 2.31M | $70.2 | 31.99K |