WEALTHSPIRE ADVISORS, LLC – iShares Russell Mid-Cap ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.61M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.88%
quarter
iShares Russell Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +151.90% | 15.69K shares | 949K | $62.15 | 26.02K |
| Q2 2022 | share | Increase | +54.69% | 3.65K shares | 147K | $64.66 | 10.33K |
| Q1 2022 | share | Increase | +0.18% | 12 shares | -32K | $78.04 | 6.67K |
| Q4 2021 | share | Decrease | -0.07% | -5 shares | 31K | $83.08 | 6.66K |
| Q3 2021 | share | Decrease | -2.50% | -171 shares | -20K | $78.22 | 6.67K |
| Q2 2021 | share | Decrease | -5.12% | -369 shares | 9K | $78.98 | 6.84K |
| Q1 2021 | share | Increase | +0.17% | 12 shares | 39K | $73.54 | 7.21K |
| Q4 2020 | share | Increase | 0.00% | 7.2K shares | 494K | $68.01 | 7.2K |
| Q2 2020 | share | Decrease | -100.00% | -4.76K shares | -205K | $52.79 | 0 |
| Q1 2020 | share | Increase | 0.00% | 4.76K shares | 205K | $42.39 | 4.76K |