LEGACY WEALTH PLANNING, LLC – iShares Russell 1000 Value ETF Transaction History
LEGACY WEALTH PLANNING, LLC portfolio value:
$705,000
portfolio value
LEGACY WEALTH PLANNING, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -16.12% | -996 shares | -191K | $135.99 | 5.18K |
| Q2 2022 | share | 0.00% | 0 shares | -129K | $144.97 | 6.17K | |
| Q1 2022 | share | Increase | +0.73% | 45 shares | -5K | $165.98 | 6.17K |
| Q4 2021 | share | Decrease | -6.76% | -445 shares | 0 | $167.97 | 6.13K |
| Q3 2021 | share | Decrease | -2.68% | -181 shares | -42K | $156.51 | 6.57K |
| Q2 2021 | share | Decrease | -1.69% | -116 shares | 30K | $157.82 | 6.75K |
| Q1 2021 | share | Decrease | -14.56% | -1.17K shares | -58K | $150.24 | 6.87K |
| Q4 2020 | share | 0.00% | 0 shares | 149K | $134.99 | 8.04K | |
| Q3 2020 | share | Decrease | -12.31% | -1.13K shares | -83K | $116.11 | 8.04K |
| Q2 2020 | share | Decrease | -4.26% | -408 shares | 83K | $110 | 9.17K |
| Q1 2020 | share | Decrease | -5.65% | -574 shares | -436K | $96.29 | 9.58K |
| Q4 2019 | share | Increase | 0.00% | 10.15K shares | 1.38M | $131.41 | 10.15K |