Heritage Wealth Management, LLC Ishares Tr Russell 1000 ETF Transaction History

Heritage Wealth Management, LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 06, 2024	SELL	$225.16 - $263.17 $152,883 - $178,692	-679 Reduced 37.12%	1,150 $301,000
Q4 2022 Feb 13, 2023	SELL	$196.94 - $224.49 $671,959 - $765,959	-3,412 Reduced 65.1%	1,829 $385,000
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $1.02 Million - $1.23 Million	5,169 Added 7179.17%	5,241 $1.03 Million
Q2 2022 Aug 15, 2022	SELL	$201.03 - $253.2 $40,407 - $50,893	-201 Reduced 73.63%	72 $0
Q1 2022 Aug 15, 2022	BUY	$230.48 - $266.11 $48,400 - $55,883	210 Added 333.33%	273 $68,000
Q2 2021 Aug 11, 2021	SELL	$226.48 - $242.11 $226 - $242	-1 Reduced 1.56%	63 $15,000
Q1 2021 Jul 16, 2021	BUY	$208.89 - $225.24 $13,368 - $14,415	64 New	64 $14,000

1,373

93.2M

221K

52.5K

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