HERITAGE WEALTH MANAGEMENT, LLC – iShares National Muni Bond ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$2.61M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.55%
quarter
iShares National Muni Bond ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +21.74% | 4.55K shares | 388.03K | $102.58 | 25.48K |
| Q2 2022 | share | Increase | +5.74% | 1.13K shares | 55.96K | $106.36 | 20.93K |
| Q1 2022 | share | Increase | +92.90% | 9.53K shares | 979K | $109.64 | 19.80K |
| Q3 2021 | share | Increase | +42.81% | 3.07K shares | 350K | $115.67 | 10.26K |
| Q2 2021 | share | Increase | +236.83% | 5.05K shares | 594K | $116.18 | 7.18K |
| Q1 2021 | share | Increase | 0.00% | 2.13K shares | 248K | $114.51 | 2.13K |