SUREVEST, LLC – iShares Morningstar Small-Cap Growth ETF Transaction History
SUREVEST, LLC portfolio value:
$267,000
portfolio value
SUREVEST, LLC quarter portfolio value change:
-1.87%
quarter
iShares Morningstar Small-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +12.49% | 855 shares | 25K | $34.66 | 7.7K |
| Q2 2022 | share | Increase | +7.41% | 472 shares | -40K | $35.32 | 6.84K |
| Q1 2022 | share | Increase | +1233.26% | 5.89K shares | 258K | $44.19 | 6.37K |
| Q4 2021 | share | Increase | 0.00% | 478 shares | 24K | $49.8 | 478 |