WEALTHSPIRE ADVISORS, LLC – iShares Russell Mid-Cap Value ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.22M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.43%
quarter
iShares Russell Mid-Cap Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +115.23% | 6.82K shares | 623K | $96.05 | 12.75K |
| Q2 2022 | share | Increase | +28.64% | 1.31K shares | 51K | $101.57 | 5.92K |
| Q1 2022 | share | Increase | +30.71% | 1.08K shares | 120K | $119.64 | 4.60K |
| Q4 2021 | share | Increase | +0.14% | 5 shares | 33K | $122.19 | 3.52K |
| Q3 2021 | share | Increase | +7.58% | 248 shares | 22K | $113.25 | 3.51K |
| Q2 2021 | share | Decrease | -12.66% | -474 shares | -33K | $114.48 | 3.27K |
| Q1 2021 | share | Increase | +30.95% | 885 shares | 132K | $108.54 | 3.74K |
| Q4 2020 | share | Increase | 0.00% | 2.85K shares | 277K | $95.95 | 2.85K |
| Q2 2020 | share | Decrease | -100.00% | -4.59K shares | -295K | $74.98 | 0 |
| Q1 2020 | share | Increase | 0.00% | 4.59K shares | 295K | $62.5 | 4.59K |