VISTA WEALTH MANAGEMENT GROUP, LLC – iShares ESG Aware MSCI USA Small-Cap ETF Transaction History
VISTA WEALTH MANAGEMENT GROUP, LLC portfolio value:
$4.11M
portfolio value
VISTA WEALTH MANAGEMENT GROUP, LLC quarter portfolio value change:
-2.63%
quarter
iShares ESG Aware MSCI USA Small-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.01% | 4.93K shares | 201K | $30.67 | 127.97K |
| Q2 2022 | share | Decrease | -1.32% | -1.64K shares | -828K | $31.5 | 123.03K |
| Q1 2022 | share | Increase | +15.95% | 17.14K shares | 407K | $38.04 | 124.67K |
| Q4 2021 | share | Increase | +4.68% | 4.81K shares | 329K | $40.38 | 107.53K |
| Q3 2021 | share | Increase | +6.23% | 6.02K shares | 103K | $39.01 | 102.72K |
| Q2 2021 | share | Increase | +8.09% | 7.23K shares | 456K | $40.25 | 96.7K |
| Q1 2021 | share | Increase | +66.67% | 35.78K shares | 1.61M | $38.36 | 89.46K |
| Q4 2020 | share | Increase | +203.09% | 35.96K shares | 1.36M | $33.88 | 53.67K |
| Q3 2020 | share | Increase | 0.00% | 17.71K shares | 470K | $26.22 | 17.71K |