SUMMIT PLACE FINANCIAL ADVISORS, LLC – iShares Russell 1000 ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$309,000
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $197.33 | 1.56K | |
| Q2 2022 | share | Decrease | -0.95% | -15 shares | -70K | $207.76 | 1.56K |
| Q1 2022 | share | 0.00% | 0 shares | -23K | $250.07 | 1.58K | |
| Q4 2021 | share | Increase | +0.51% | 8 shares | 38K | $265.42 | 1.58K |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $241.71 | 1.57K | |
| Q2 2021 | share | 0.00% | 0 shares | 28K | $241.27 | 1.57K | |
| Q1 2021 | share | 0.00% | 0 shares | 19K | $222.57 | 1.57K | |
| Q4 2020 | share | 0.00% | 0 shares | 39K | $209.97 | 1.57K | |
| Q3 2020 | share | Increase | 0.00% | 1.57K shares | 295K | $184.79 | 1.57K |