GEOWEALTH MANAGEMENT, LLC – iShares Core Conservative Allocation ETF Transaction History
GEOWEALTH MANAGEMENT, LLC portfolio value:
$2.80M
portfolio value
GEOWEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.64%
quarter
iShares Core Conservative Allocation ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.81% | 7.68K shares | 97K | $32.62 | 86.06K |
| Q2 2022 | share | Decrease | -2.88% | -2.32K shares | -330K | $34.57 | 78.37K |
| Q1 2022 | share | Increase | 0.00% | 80.69K shares | 3.04M | $37.67 | 80.69K |