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

Heritage Wealth Management, LLC

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Feb 13, 2023	BUY	$136.78 - $158.99 $140,199 - $162,964	1,025 Added 100.0%	2,050 $310,000
Q1 2022 Aug 15, 2022	SELL	$157.15 - $170.51 $7,228 - $7,843	-46 Reduced 4.3%	1,025 $170,000
Q3 2021 Nov 10, 2021	SELL	$154.62 - $164.07 $12,524 - $13,289	-81 Reduced 7.03%	1,071 $168,000
Q1 2021 Jul 16, 2021	BUY	$134.89 - $153.0 $155,393 - $176,256	1,152 New	1,152 $175,000

1,715

256M

606K

653K

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