HERITAGE WEALTH MANAGEMENT, LLC – iShares ESG Aware MSCI USA ETF Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$1.32M
portfolio value
HERITAGE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.89% | -1.23K shares | -178.50K | $79.41 | 16.71K |
| Q2 2022 | share | Decrease | -3.52% | -655 shares | -379.49K | $83.9 | 17.95K |
| Q1 2022 | share | Decrease | -26.75% | -6.79K shares | -616K | $101.35 | 18.61K |
| Q3 2021 | share | Decrease | -20.98% | -6.74K shares | -664K | $98.46 | 25.40K |
| Q2 2021 | share | Decrease | -33.55% | -16.23K shares | -1.23M | $98.16 | 32.15K |
| Q1 2021 | share | Increase | 0.00% | 48.39K shares | 4.39M | $90.36 | 48.39K |