WEALTHSPIRE ADVISORS, LLC – iShares Core S&P Total U.S. Stock Market ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$6.78M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.06%
quarter
iShares Core S&P Total U.S. Stock Market ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +233.15% | 59.71K shares | 4.64M | $79.54 | 85.33K |
| Q2 2022 | share | Increase | +1.01% | 256 shares | -414K | $83.78 | 25.61K |
| Q1 2022 | share | Decrease | -5.36% | -1.43K shares | -306K | $100.94 | 25.35K |
| Q4 2021 | share | Decrease | -5.83% | -1.65K shares | 67K | $107.29 | 26.79K |
| Q3 2021 | share | Decrease | -5.02% | -1.50K shares | -159K | $98.38 | 28.45K |
| Q2 2021 | share | Decrease | -9.08% | -2.99K shares | -60K | $98.41 | 29.95K |
| Q1 2021 | share | Decrease | -1.98% | -667 shares | 120K | $91.05 | 32.94K |
| Q4 2020 | share | Increase | 0.00% | 33.61K shares | 2.89M | $85.42 | 33.61K |
| Q3 2020 | share | Decrease | -5.31% | -1.66K shares | 64K | $74.49 | 29.73K |
| Q2 2020 | share | Decrease | -36.08% | -17.72K shares | -630K | $68.2 | 31.40K |
| Q1 2020 | share | Decrease | -36.88% | -28.71K shares | -2.84M | $55.97 | 49.13K |
| Q4 2019 | share | Decrease | -24.43% | -25.16K shares | -1.25M | $70.77 | 77.85K |
| Q3 2019 | share | Decrease | -15.04% | -18.23K shares | -1.17M | $64.89 | 103.01K |
| Q2 2019 | share | Increase | +29.01% | 27.26K shares | 2.02M | $64.16 | 121.25K |
| Q1 2019 | share | Increase | +9298.40% | 92.98K shares | 5.99M | $61.67 | 93.98K |
| Q4 2018 | share | Increase | 0.00% | 1K shares | 57K | $54.16 | 1K |