HERITAGE WEALTH MANAGEMENT, LLC – iShares Russell 2000 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$4.66M
portfolio value
HERITAGE WEALTH MANAGEMENT, 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 | +27.67% | 6.13K shares | 912.49K | $164.92 | 28.28K |
| Q2 2022 | share | Increase | +2.71% | 585 shares | -675.49K | $169.36 | 22.15K |
| Q1 2022 | share | Increase | +61.20% | 8.19K shares | 1.50M | $205.27 | 21.57K |
| Q3 2021 | share | Increase | +55.33% | 4.76K shares | 951K | $218.75 | 13.38K |
| Q2 2021 | share | Increase | +262.28% | 6.23K shares | 1.45M | $228.67 | 8.61K |
| Q1 2021 | share | Increase | 0.00% | 2.37K shares | 525K | $219.94 | 2.37K |