HERITAGE WEALTH MANAGEMENT, LLC – iShares Core S&P 500 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$9.34M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +11.53% | 2.69K shares | 487.31K | $358.65 | 26.04K |
| Q2 2022 | share | Decrease | -3.08% | -743 shares | -2.07M | $379.15 | 23.34K |
| Q1 2022 | share | Increase | +35.05% | 6.25K shares | 3.24M | $453.69 | 24.09K |
| Q3 2021 | share | Increase | +29.56% | 4.07K shares | 1.76M | $430.82 | 17.83K |
| Q2 2021 | share | Increase | +98.03% | 6.81K shares | 3.15M | $428.29 | 13.76K |
| Q1 2021 | share | Increase | 0.00% | 6.95K shares | 2.76M | $395.17 | 6.95K |