WEALTHSPIRE ADVISORS, LLC – iShares Core S&P 500 ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$579.07M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.41%
quarter
iShares Core S&P 500 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.54% | 140.60K shares | 20.20M | $358.65 | 1.61M |
| Q2 2022 | share | Increase | +5.04% | 70.78K shares | -77.76M | $379.15 | 1.47M |
| Q1 2022 | share | Increase | +14.88% | 181.75K shares | 54.00M | $453.69 | 1.40M |
| Q4 2021 | share | Increase | +9.28% | 103.74K shares | 101.09M | $478.18 | 1.22M |
| Q3 2021 | share | Increase | +4.85% | 51.71K shares | 23.23M | $430.82 | 1.11M |
| Q2 2021 | share | Increase | +2.47% | 25.67K shares | 44.43M | $428.29 | 1.06M |
| Q1 2021 | share | Increase | +12.87% | 118.65K shares | 67.87M | $395.17 | 1.04M |
| Q4 2020 | share | Increase | 0.00% | 921.67K shares | 345.98M | $371.65 | 921.67K |
| Q3 2020 | share | Increase | +5.28% | 22.56K shares | 18.85M | $331.25 | 450.19K |
| Q2 2020 | share | Decrease | -44.52% | -343.18K shares | -66.74M | $303.84 | 427.62K |
| Q1 2020 | share | Increase | +97.06% | 379.66K shares | 72.74M | $252.48 | 770.81K |
| Q4 2019 | share | Increase | +7.08% | 25.85K shares | 17.38M | $313.89 | 391.14K |
| Q3 2019 | share | Decrease | -4.43% | -16.93K shares | -3.61M | $288.05 | 365.29K |
| Q2 2019 | share | Decrease | -2.72% | -10.69K shares | 851K | $283 | 382.22K |
| Q1 2019 | share | Decrease | -2.23% | -8.98K shares | 10.68M | $271.55 | 392.92K |
| Q4 2018 | share | Increase | 0.00% | 401.90K shares | 101.12M | $239.15 | 401.90K |