OCTAVIA WEALTH ADVISORS, LLC – iShares Russell Mid-Cap Growth ETF Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$7.2M
portfolio value
OCTAVIA WEALTH ADVISORS, LLC quarter portfolio value change:
-1.00%
quarter
iShares Russell Mid-Cap Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.60% | 1.44K shares | 94K | $78.43 | 91.79K |
| Q2 2022 | share | Increase | +9.44% | 7.79K shares | -1.19M | $79.22 | 90.34K |
| Q1 2022 | share | Increase | +15.93% | 11.34K shares | 91K | $100.5 | 82.55K |
| Q4 2021 | share | Increase | +18.61% | 11.17K shares | 1.50M | $115.67 | 71.21K |
| Q3 2021 | share | Increase | +7.57% | 4.22K shares | 380K | $112.07 | 60.03K |
| Q2 2021 | share | Increase | +15.14% | 7.33K shares | 1.37M | $113.07 | 55.81K |
| Q1 2021 | share | Increase | +26.49% | 10.15K shares | 1.01M | $101.89 | 48.47K |
| Q4 2020 | share | Increase | 0.00% | 38.32K shares | 3.93M | $102.43 | 38.32K |