LIBERTY WEALTH MANAGEMENT LLC – iShares ESG Aware MSCI USA ETF Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$17.48M
portfolio value
LIBERTY WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +3.80% | 8.05K shares | -312K | $79.41 | 220.20K |
| Q2 2022 | share | Increase | +2.34% | 4.85K shares | -3.15M | $83.9 | 212.15K |
| Q1 2022 | share | Increase | +8.24% | 15.78K shares | 377K | $101.35 | 207.29K |
| Q4 2021 | share | Increase | +7.22% | 12.89K shares | 2.98M | $108.23 | 191.51K |
| Q3 2021 | share | Increase | +23.87% | 34.41K shares | 3.39M | $98.46 | 178.61K |
| Q2 2021 | share | Increase | +6.95% | 9.37K shares | 2.47M | $98.16 | 144.20K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $90.36 | 134.83K | |
| Q4 2020 | share | Increase | +17.10% | 19.68K shares | 2.94M | $85.28 | 134.83K |
| Q3 2020 | share | Increase | +18.08% | 17.62K shares | 1.95M | $75.29 | 115.14K |
| Q2 2020 | share | Increase | +91.21% | 46.51K shares | 3.87M | $68.88 | 97.51K |
| Q1 2020 | share | Increase | 0.00% | 50.99K shares | 2.94M | $56.37 | 50.99K |