HERITAGE WEALTH MANAGEMENT, LLC – iShares Russell 2500 ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$22.26M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-3.62%
quarter
iShares Russell 2500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.26% | 18.29K shares | 107.33K | $49.75 | 447.56K |
| Q2 2022 | share | Decrease | -8.92% | -42.04K shares | -7.24M | $51.62 | 429.26K |
| Q1 2022 | share | Increase | +37.51% | 128.57K shares | 7.39M | $62.38 | 471.31K |
| Q3 2021 | share | Increase | +32.55% | 84.16K shares | 4.87M | $64.2 | 342.73K |
| Q2 2021 | share | Increase | +31.26% | 61.58K shares | 4.73M | $65.98 | 258.57K |
| Q1 2021 | share | Increase | 0.00% | 196.98K shares | 12.38M | $62.54 | 196.98K |