INSPIRION WEALTH ADVISORS, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
INSPIRION WEALTH ADVISORS, LLC portfolio value:
$8.89M
portfolio value
INSPIRION WEALTH ADVISORS, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +6.27% | 8.32K shares | 431K | $63.02 | 141.12K |
| Q2 2022 | share | Increase | +27.25% | 28.44K shares | 399K | $63.73 | 132.80K |
| Q1 2022 | share | Increase | +20.70% | 17.89K shares | 692K | $77.27 | 104.35K |
| Q4 2021 | share | Increase | +0.82% | 706 shares | 581K | $85.18 | 86.46K |
| Q3 2021 | share | Increase | +1.26% | 1.06K shares | -63K | $79.19 | 85.75K |
| Q2 2021 | share | Increase | +2.07% | 1.71K shares | 352K | $80.81 | 84.68K |
| Q1 2021 | share | Decrease | -2.45% | -2.08K shares | 360K | $78.18 | 82.96K |
| Q4 2020 | share | Increase | +1.47% | 1.23K shares | 1.13M | $71.96 | 85.05K |
| Q3 2020 | share | Increase | +23.12% | 15.74K shares | 1.19M | $59.45 | 83.82K |
| Q2 2020 | share | Increase | +1.41% | 944 shares | 818K | $55.55 | 68.08K |
| Q1 2020 | share | Increase | +21.16% | 11.72K shares | -304K | $44.18 | 67.13K |
| Q4 2019 | share | 0.00% | 0 shares | 198K | $58.77 | 55.41K | |
| Q3 2019 | share | Decrease | -1.82% | -1.02K shares | -92K | $55.07 | 55.41K |
| Q2 2019 | share | Increase | +0.04% | 24 shares | 103K | $55.51 | 56.44K |
| Q1 2019 | share | Decrease | -0.09% | -52 shares | 390K | $53.6 | 56.41K |
| Q4 2018 | share | Decrease | -15.69% | -10.50K shares | -1.2M | $46.65 | 56.46K |
| Q3 2018 | share | 0.00% | 0 shares | 136K | $56.68 | 66.97K | |
| Q2 2018 | share | Increase | +6.45% | 4.05K shares | 330K | $54.54 | 66.97K |
| Q1 2018 | share | Increase | +6.79% | 4K shares | 255K | $52.85 | 62.92K |
| Q4 2017 | share | Decrease | -0.10% | -60 shares | 195K | $52.14 | 58.92K |
| Q3 2017 | share | Increase | +4.62% | 2.60K shares | 213K | $48.72 | 58.98K |
| Q2 2017 | share | Increase | +1.37% | 760 shares | 117K | $47.23 | 56.37K |
| Q1 2017 | share | Increase | +0.72% | 400 shares | 139K | $45.76 | 55.61K |
| Q4 2016 | share | Increase | +7.85% | 4.02K shares | 279K | $43.58 | 55.21K |
| Q3 2016 | share | Increase | +2.40% | 1.2K shares | 122K | $41.63 | 51.19K |
| Q2 2016 | share | Increase | +9.41% | 4.3K shares | 256K | $40.16 | 49.99K |
| Q1 2016 | share | Increase | +0.88% | 400 shares | 35K | $38.52 | 45.69K |