SUMMIT PLACE FINANCIAL ADVISORS, LLC – iShares Russell 2000 ETF Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$3.57M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, LLC quarter portfolio value change:
-2.62%
quarter
iShares Russell 2000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +23.81% | 4.16K shares | 609K | $164.92 | 21.66K |
| Q2 2022 | share | Decrease | -22.48% | -5.07K shares | -1.67M | $169.36 | 17.49K |
| Q1 2022 | share | Increase | +10.50% | 2.14K shares | 89K | $205.27 | 22.57K |
| Q4 2021 | share | Increase | +1.29% | 260 shares | 133K | $222.93 | 20.42K |
| Q3 2021 | share | Increase | +3.38% | 660 shares | -63K | $218.75 | 20.16K |
| Q2 2021 | share | Increase | +9.86% | 1.75K shares | 551K | $228.67 | 19.50K |
| Q1 2021 | share | Increase | +26.10% | 3.67K shares | 1.16M | $219.94 | 17.75K |
| Q4 2020 | share | Increase | +140.66% | 8.23K shares | 1.88M | $194.81 | 14.08K |
| Q3 2020 | share | Increase | 0.00% | 5.85K shares | 876K | $148.37 | 5.85K |