SAX WEALTH ADVISORS, LLC – iShares Russell 3000 ETF Transaction History
SAX WEALTH ADVISORS, LLC portfolio value:
$2.04M
portfolio value
SAX WEALTH ADVISORS, 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 | Decrease | -8.89% | -966 shares | -312K | $207.04 | 9.89K |
| Q2 2022 | share | Decrease | -7.28% | -853 shares | -713K | $217.39 | 10.86K |
| Q1 2022 | share | Increase | +0.12% | 14 shares | -173K | $262.37 | 11.71K |
| Q4 2021 | share | Increase | +0.11% | 13 shares | 268K | $278.5 | 11.70K |
| Q3 2021 | share | Increase | +0.17% | 20 shares | -7K | $254.85 | 11.68K |
| Q2 2021 | share | Decrease | -1.78% | -212 shares | 167K | $255.1 | 11.66K |
| Q1 2021 | share | Increase | +3.38% | 389 shares | 250K | $235.97 | 11.88K |
| Q4 2020 | share | Increase | 0.00% | 11.49K shares | 2.56M | $221.71 | 11.49K |