OPES WEALTH MANAGEMENT LLC – iShares ESG Aware MSCI USA ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$415,000
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +31.90% | 1.26K shares | 82K | $79.41 | 5.23K |
| Q2 2022 | share | Increase | +26.48% | 830 shares | 15K | $83.9 | 3.96K |
| Q1 2022 | share | Increase | +7.73% | 225 shares | 4K | $101.35 | 3.13K |
| Q4 2021 | share | Increase | +32.88% | 720 shares | 98K | $108.23 | 2.91K |
| Q3 2021 | share | Increase | 0.00% | 2.19K shares | 216K | $98.46 | 2.19K |