OPES WEALTH MANAGEMENT LLC – iShares Core S&P Mid-Cap ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$2.95M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.62% | 215 shares | -45K | $219.26 | 13.49K |
| Q2 2022 | share | Increase | +7.43% | 918 shares | -313K | $226.23 | 13.27K |
| Q1 2022 | share | Increase | +6.06% | 706 shares | 18K | $268.34 | 12.35K |
| Q4 2021 | share | Increase | +38.88% | 3.26K shares | 1.09M | $282.78 | 11.65K |
| Q3 2021 | share | Increase | 0.00% | 8.39K shares | 2.20M | $263.07 | 8.39K |