BAKER TILLY WEALTH MANAGEMENT, LLC – iShares Russell 3000 ETF Transaction History
BAKER TILLY WEALTH MANAGEMENT, LLC portfolio value:
$883,000
portfolio value
BAKER TILLY WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +8.99% | 352 shares | 32K | $207.04 | 4.26K |
| Q2 2022 | share | Increase | +2.62% | 100 shares | -150K | $217.39 | 3.91K |
| Q1 2022 | share | Increase | +4.43% | 162 shares | -13K | $262.37 | 3.81K |
| Q4 2021 | share | Decrease | -5.85% | -227 shares | 25K | $278.5 | 3.65K |
| Q3 2021 | share | Decrease | -72.90% | -10.43K shares | -2.67M | $254.85 | 3.88K |
| Q2 2021 | share | Increase | +7.30% | 974 shares | 681K | $255.1 | 14.31K |
| Q4 2020 | share | Increase | 0.00% | 13.34K shares | 2.98M | $221.71 | 13.34K |