SUREVEST, LLC – iShares Morningstar Mid-Cap Value ETF Transaction History
SUREVEST, LLC portfolio value:
$3.95M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-5.76%
quarter
iShares Morningstar Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +7.19% | 4.74K shares | 39K | $55.94 | 70.72K |
| Q2 2022 | share | Increase | +1.65% | 1.07K shares | -555K | $59.36 | 65.98K |
| Q1 2022 | share | Increase | +2030.29% | 61.86K shares | 4.26M | $68.89 | 64.91K |
| Q4 2021 | share | Increase | 0.00% | 3.04K shares | 208K | $68 | 3.04K |