INSPIRION WEALTH ADVISORS, LLC – iShares Russell Mid-Cap Value ETF Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$5.84M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-5.43%
quarter
iShares Russell Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.75% | -460 shares | -383K | $96.05 | 60.87K |
| Q2 2022 | share | Increase | +9.43% | 5.28K shares | -476K | $101.57 | 61.33K |
| Q1 2022 | share | Increase | +4.54% | 2.43K shares | 144K | $119.64 | 56.05K |
| Q4 2021 | share | Increase | +0.49% | 260 shares | 519K | $122.19 | 53.61K |
| Q3 2021 | share | Decrease | -0.95% | -512 shares | -151K | $113.25 | 53.35K |
| Q2 2021 | share | Increase | +3.87% | 2.00K shares | 526K | $114.48 | 53.87K |
| Q1 2021 | share | Decrease | -5.05% | -2.76K shares | 372K | $108.54 | 51.86K |
| Q4 2020 | share | Increase | +3.24% | 1.71K shares | 1.01M | $95.95 | 54.62K |
| Q3 2020 | share | Increase | +19.60% | 8.67K shares | 892K | $79.63 | 52.90K |
| Q2 2020 | share | Decrease | -1.52% | -684 shares | 506K | $74.98 | 44.23K |
| Q1 2020 | share | Decrease | -1.18% | -536 shares | -1.42M | $62.5 | 44.92K |
| Q4 2019 | share | Decrease | -0.02% | -9 shares | 230K | $91.55 | 45.45K |
| Q3 2019 | share | Decrease | -8.20% | -4.05K shares | -336K | $86.14 | 45.46K |
| Q2 2019 | share | Decrease | -2.22% | -1.12K shares | 15K | $85.14 | 49.52K |
| Q1 2019 | share | Increase | +4.85% | 2.34K shares | 711K | $82.56 | 50.64K |
| Q4 2018 | share | Decrease | -19.15% | -11.44K shares | -1.70M | $72.24 | 48.30K |
| Q3 2018 | share | Decrease | -6.08% | -3.87K shares | -237K | $84.88 | 59.74K |
| Q2 2018 | share | Increase | +0.99% | 622 shares | 185K | $82.22 | 63.62K |
| Q1 2018 | share | Decrease | -65.26% | -118.32K shares | -10.72M | $80.3 | 62.99K |
| Q4 2017 | share | Increase | +0.73% | 1.31K shares | 877K | $82.47 | 181.32K |
| Q3 2017 | share | Increase | +4.34% | 7.48K shares | 781K | $78.13 | 180.00K |
| Q2 2017 | share | Increase | +10.09% | 15.81K shares | 1.50M | $76.55 | 172.52K |
| Q1 2017 | share | Increase | +16.78% | 22.51K shares | 2.21M | $75.55 | 156.71K |
| Q4 2016 | share | Increase | +4.80% | 6.14K shares | 963K | $72.89 | 134.19K |
| Q3 2016 | share | Increase | +4.34% | 5.32K shares | 712K | $69.09 | 128.05K |
| Q2 2016 | share | Increase | +6.19% | 7.15K shares | 920K | $66.22 | 122.72K |
| Q1 2016 | share | Increase | +11.20% | 11.64K shares | 1.06M | $63.22 | 115.57K |