INSPIRION WEALTH ADVISORS, LLC – iShares S&P 500 Value ETF Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$691,000
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-6.50%
quarter
iShares S&P 500 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -6.73% | -388 shares | -102K | $128.52 | 5.38K |
| Q2 2022 | share | Decrease | -3.71% | -222 shares | -140K | $137.46 | 5.76K |
| Q1 2022 | share | Decrease | -1.32% | -80 shares | -18K | $155.72 | 5.99K |
| Q4 2021 | share | Decrease | -2.72% | -170 shares | 44K | $156.74 | 6.07K |
| Q3 2021 | share | Decrease | -3.12% | -201 shares | -44K | $145.42 | 6.24K |
| Q2 2021 | share | Decrease | -0.25% | -16 shares | 39K | $146.8 | 6.44K |
| Q1 2021 | share | Decrease | -0.35% | -23 shares | 82K | $139.94 | 6.45K |
| Q4 2020 | share | 0.00% | 0 shares | 101K | $126.22 | 6.48K | |
| Q3 2020 | share | Increase | 0.00% | 6.48K shares | 729K | $110.18 | 6.48K |