SOURCE FINANCIAL ADVISORS LLC – iShares Russell 1000 ETF Transaction History
SOURCE FINANCIAL ADVISORS LLC portfolio value:
$510,000
portfolio value
SOURCE 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 | Increase | +0.51% | 13 shares | -24K | $197.33 | 2.58K |
| Q2 2022 | share | Increase | +0.27% | 7 shares | -107K | $207.76 | 2.57K |
| Q1 2022 | share | Decrease | -21.74% | -712 shares | -225K | $250.07 | 2.56K |
| Q4 2021 | share | Increase | +0.31% | 10 shares | 77K | $265.42 | 3.27K |
| Q3 2021 | share | Decrease | -42.66% | -2.42K shares | -589K | $241.71 | 3.26K |
| Q2 2021 | share | Increase | +0.23% | 13 shares | 106K | $241.27 | 5.69K |
| Q1 2021 | share | Increase | +26.08% | 1.17K shares | 318K | $222.57 | 5.68K |
| Q4 2020 | share | Increase | 0.00% | 4.50K shares | 954K | $209.97 | 4.50K |