OPES WEALTH MANAGEMENT LLC – iShares ESG Advanced MSCI USA ETF Transaction History
OPES WEALTH MANAGEMENT LLC portfolio value:
$1.04M
portfolio value
OPES WEALTH MANAGEMENT LLC quarter portfolio value change:
-6.19%
quarter
iShares ESG Advanced MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +16.14% | 5.17K shares | 85K | $28.02 | 37.23K |
| Q2 2022 | share | Increase | +11.43% | 3.29K shares | -69K | $29.87 | 32.06K |
| Q1 2022 | share | Increase | +11.68% | 3.00K shares | 11K | $35.69 | 28.77K |
| Q4 2021 | share | Increase | +1.68% | 425 shares | 101K | $39.45 | 25.76K |
| Q3 2021 | share | Increase | +72.21% | 10.62K shares | 381K | $36.12 | 25.34K |
| Q2 2021 | share | Increase | +23.66% | 2.81K shares | 139K | $36.21 | 14.71K |
| Q1 2021 | share | Increase | 0.00% | 11.9K shares | 395K | $33.03 | 11.9K |