NATIONS FINANCIAL GROUP INC, /IA/ /ADV – iShares Morningstar Small-Cap ETF Transaction History
NATIONS FINANCIAL GROUP INC, /IA/ /ADV portfolio value:
$936,000
portfolio value
NATIONS FINANCIAL GROUP INC, /IA/ /ADV quarter portfolio value change:
-3.50%
quarter
iShares Morningstar Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.87% | -193 shares | -42K | $42.7 | 21.91K |
| Q2 2022 | share | Decrease | -0.47% | -105 shares | -211K | $44.25 | 22.11K |
| Q1 2022 | share | Increase | +0.68% | 151 shares | -74K | $53.54 | 22.21K |
| Q4 2021 | share | Increase | +0.29% | 64 shares | 29K | $57.31 | 22.06K |
| Q3 2021 | share | Increase | +0.21% | 47 shares | -54K | $56.09 | 22.00K |
| Q2 2021 | share | Increase | +2.56% | 547 shares | 81K | $58.44 | 21.95K |
| Q1 2021 | share | Increase | +4.90% | 1K shares | 200K | $56.07 | 21.40K |
| Q4 2020 | share | Increase | +7.50% | 1.42K shares | 263K | $48.92 | 20.40K |
| Q3 2020 | share | Increase | +7.18% | 1.27K shares | 73K | $38.75 | 18.98K |
| Q2 2020 | share | Decrease | -1.71% | -308 shares | 106K | $37.25 | 17.71K |
| Q1 2020 | share | Increase | +7.13% | 1.2K shares | -229K | $30.72 | 18.02K |
| Q4 2019 | share | Increase | +1.52% | 252 shares | 48K | $46.03 | 16.82K |
| Q3 2019 | share | Increase | +0.34% | 56 shares | 25K | $42.52 | 16.56K |
| Q2 2019 | share | Increase | +4.98% | 784 shares | 55K | $42.26 | 16.51K |
| Q1 2019 | share | Decrease | -0.66% | -104 shares | 81K | $40.85 | 15.72K |
| Q4 2018 | share | Increase | +3.94% | 600 shares | -101K | $35.57 | 15.83K |
| Q3 2018 | share | Increase | +7.36% | 1.04K shares | 52K | $43.17 | 15.23K |
| Q2 2018 | share | Increase | +14.64% | 1.81K shares | 112K | $42.65 | 14.18K |
| Q1 2018 | share | Decrease | -2.80% | -356 shares | -32K | $40.15 | 12.37K |
| Q4 2017 | share | Increase | +4.64% | 564 shares | 47K | $41.31 | 12.73K |
| Q3 2017 | share | Decrease | -8.29% | -1.1K shares | -29K | $39.4 | 12.16K |
| Q2 2017 | share | Increase | +24.75% | 2.63K shares | 112K | $38.05 | 13.26K |
| Q1 2017 | share | Increase | +21.92% | 1.91K shares | 83K | $37.47 | 10.63K |
| Q4 2016 | share | Increase | +0.93% | 80 shares | 28K | $36.57 | 8.72K |
| Q3 2016 | share | Increase | +11.62% | 900 shares | 52K | $33.71 | 8.64K |
| Q2 2016 | share | Increase | +25.80% | 1.58K shares | 56K | $31.29 | 7.74K |
| Q1 2016 | share | Decrease | -4.53% | -292 shares | -2K | $30.75 | 6.15K |