SUREVEST, LLC – iShares Morningstar Mid-Cap ETF Transaction History
SUREVEST, LLC portfolio value:
$2.63M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-4.38%
quarter
iShares Morningstar Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.14% | 3.26K shares | 63K | $53.88 | 48.89K |
| Q2 2022 | share | Increase | +1.48% | 665 shares | -455K | $56.35 | 45.63K |
| Q1 2022 | share | Increase | +1765.85% | 42.55K shares | 2.85M | $67.3 | 44.96K |
| Q4 2021 | share | Increase | 0.00% | 2.41K shares | 171K | $71.11 | 2.41K |