WEALTHSPIRE ADVISORS, LLC – iShares Select Dividend ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$7.90M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-8.88%
quarter
iShares Select Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.82% | 7.20K shares | 77K | $107.22 | 73.76K |
| Q2 2022 | share | Increase | +12.49% | 7.39K shares | 250K | $117.67 | 66.56K |
| Q1 2022 | share | Decrease | -0.25% | -150 shares | 310K | $128.13 | 59.17K |
| Q4 2021 | share | Decrease | -10.54% | -6.99K shares | -335K | $122.43 | 59.32K |
| Q3 2021 | share | Increase | +11.59% | 6.88K shares | 677K | $114.72 | 66.31K |
| Q2 2021 | share | Decrease | -0.51% | -302 shares | 115K | $115.59 | 59.42K |
| Q1 2021 | share | Decrease | -1.07% | -649 shares | 1.00M | $112.17 | 59.72K |
| Q4 2020 | share | Increase | 0.00% | 60.37K shares | 5.80M | $93.76 | 60.37K |
| Q3 2020 | share | Increase | +549.97% | 50.29K shares | 4.10M | $78.79 | 59.44K |
| Q2 2020 | share | Increase | 0.00% | 9.14K shares | 738K | $77.08 | 9.14K |
| Q1 2019 | share | Decrease | -100.00% | -816 shares | -73K | $89.18 | 0 |
| Q4 2018 | share | Increase | 0.00% | 816 shares | 73K | $80.41 | 816 |