LEVY WEALTH MANAGEMENT GROUP, LLC – iShares Russell 1000 ETF Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$286,000
portfolio value
LEVY WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +5.93% | 81 shares | 2K | $197.33 | 1.44K |
| Q2 2022 | share | Increase | +0.22% | 3 shares | -57K | $207.76 | 1.36K |
| Q1 2022 | share | Increase | +5.58% | 72 shares | -1K | $250.07 | 1.36K |
| Q4 2021 | share | Decrease | -13.99% | -210 shares | -21K | $265.42 | 1.29K |
| Q3 2021 | share | Increase | +0.27% | 4 shares | 1K | $241.71 | 1.50K |
| Q2 2021 | share | Increase | +0.13% | 2 shares | 27K | $241.27 | 1.49K |
| Q1 2021 | share | Increase | +0.40% | 6 shares | 20K | $222.57 | 1.49K |
| Q4 2020 | share | Increase | 0.00% | 1.48K shares | 315K | $209.97 | 1.48K |