WEALTHSPIRE ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$8.15M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.21% | 11.89K shares | 365K | $57.85 | 141.02K |
| Q2 2022 | share | Increase | +14.69% | 16.54K shares | -807K | $60.35 | 129.13K |
| Q1 2022 | share | Decrease | -23.52% | -34.61K shares | -3.71M | $76.38 | 112.59K |
| Q4 2021 | share | Decrease | -18.21% | -32.77K shares | -986K | $84.16 | 147.21K |
| Q3 2021 | share | Decrease | -3.40% | -6.34K shares | -249K | $73.91 | 179.98K |
| Q2 2021 | share | Increase | +2.51% | 4.55K shares | 1.71M | $72.62 | 186.33K |
| Q1 2021 | share | Decrease | -5.71% | -11.01K shares | -468K | $64.94 | 181.77K |
| Q4 2020 | share | Increase | 0.00% | 192.78K shares | 12.30M | $63.55 | 192.78K |
| Q3 2020 | share | Increase | +217.41% | 91.95K shares | 5.56M | $57.4 | 134.25K |
| Q2 2020 | share | Decrease | -43.10% | -32.03K shares | -873K | $51.41 | 42.29K |
| Q1 2020 | share | Increase | +191.67% | 48.84K shares | 1.83M | $40.8 | 74.32K |
| Q4 2019 | share | Increase | +9.62% | 2.23K shares | 188K | $47.72 | 25.48K |
| Q3 2019 | share | 0.00% | 0 shares | 4K | $44.09 | 23.24K | |
| Q2 2019 | share | Decrease | -2.52% | -600 shares | 14K | $43.74 | 23.24K |
| Q1 2019 | share | Increase | +4.38% | 1K shares | 167K | $41.89 | 23.84K |
| Q4 2018 | share | Increase | 0.00% | 22.84K shares | 861K | $36.49 | 22.84K |