SUREVEST, LLC – iShares Morningstar U.S. Equity ETF Transaction History
SUREVEST, LLC portfolio value:
$6.00M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-4.95%
quarter
iShares Morningstar U.S. Equity ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.33% | 8.31K shares | 119K | $49.39 | 121.65K |
| Q2 2022 | share | Increase | +3.05% | 3.35K shares | -1.02M | $51.96 | 113.34K |
| Q1 2022 | share | Increase | +1748.08% | 104.04K shares | 6.51M | $62.85 | 109.99K |
| Q4 2021 | share | Increase | 0.00% | 5.95K shares | 395K | $66.66 | 5.95K |