HERITAGE WEALTH MANAGEMENT, LLC – iShares Russell 1000 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.03M
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | +7179.17% | 5.16K shares | 1.01M | $197.33 | 5.24K |
| Q2 2022 | share | Decrease | -73.63% | -201 shares | -53.04K | $207.76 | 72 |
| Q1 2022 | share | Increase | +333.33% | 210 shares | 53K | $250.07 | 273 |
| Q3 2021 | share | 0.00% | 0 shares | 0 | $241.71 | 63 | |
| Q2 2021 | share | Decrease | -1.56% | -1 shares | 1K | $241.27 | 63 |
| Q1 2021 | share | Increase | 0.00% | 64 shares | 14K | $222.57 | 64 |