OPES WEALTH MANAGEMENT LLC – iShares Morningstar Small-Cap Growth ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$2.49M
portfolio value
OPES WEALTH MANAGEMENT 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 | +3.19% | 2.22K shares | 31K | $34.66 | 71.99K |
| Q2 2022 | share | Increase | +7.08% | 4.61K shares | -415K | $35.32 | 69.76K |
| Q1 2022 | share | Increase | 0.00% | 65.15K shares | 2.87M | $44.19 | 65.15K |