SHOREHAVEN WEALTH PARTNERS, LLC – iShares Russell 1000 Value ETF Transaction History
SHOREHAVEN WEALTH PARTNERS, LLC portfolio value:
$551,000
portfolio value
SHOREHAVEN WEALTH PARTNERS, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -52.41% | -4.46K shares | -684K | $135.99 | 4.05K |
| Q2 2022 | share | Decrease | -86.72% | -55.67K shares | -9.42M | $144.97 | 8.52K |
| Q1 2022 | share | Increase | +3.80% | 2.35K shares | 270K | $165.98 | 64.19K |
| Q4 2021 | share | Increase | +1.03% | 632 shares | 805K | $167.97 | 61.84K |
| Q3 2021 | share | Increase | +2.61% | 1.55K shares | 118K | $156.51 | 61.21K |
| Q2 2021 | share | Decrease | -3.40% | -2.09K shares | 103K | $157.82 | 59.65K |
| Q1 2021 | share | Increase | +0.33% | 206 shares | 944K | $150.24 | 61.75K |
| Q4 2020 | share | Increase | 0.00% | 61.54K shares | 8.41M | $134.99 | 61.54K |