SUREVEST, LLC – iShares Morningstar Small-Cap Value ETF Transaction History
SUREVEST, LLC portfolio value:
$1.40M
portfolio value
SUREVEST, LLC quarter portfolio value change:
-5.53%
quarter
iShares Morningstar Small-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.83% | 1.89K shares | 13K | $47.53 | 29.64K |
| Q2 2022 | share | Increase | +2.69% | 728 shares | -192K | $50.31 | 27.74K |
| Q1 2022 | share | Increase | +1938.94% | 25.69K shares | 1.50M | $58.77 | 27.01K |
| Q4 2021 | share | Increase | 0.00% | 1.32K shares | 79K | $59.4 | 1.32K |