WEALTHSPIRE ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$276.40M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.81% | 10.09K shares | -6.50M | $219.26 | 1.26M |
| Q2 2022 | share | Increase | +64.76% | 491.55K shares | 79.24M | $226.23 | 1.25M |
| Q1 2022 | share | Increase | +4.91% | 35.54K shares | -1.12M | $268.34 | 758.99K |
| Q4 2021 | share | Decrease | -37.97% | -442.88K shares | -102.03M | $282.78 | 723.44K |
| Q3 2021 | share | Increase | +96.92% | 574.05K shares | 147.66M | $263.07 | 1.16M |
| Q2 2021 | share | Decrease | -7.23% | -46.17K shares | -7.01M | $267.76 | 592.27K |
| Q1 2021 | share | Increase | +48.37% | 208.13K shares | 67.27M | $258.63 | 638.45K |
| Q4 2020 | share | Increase | 0.00% | 430.31K shares | 98.9M | $227.78 | 430.31K |
| Q3 2020 | share | Increase | +36.49% | 58.62K shares | 12.06M | $183.12 | 219.27K |
| Q2 2020 | share | Decrease | -39.30% | -104.01K shares | -9.50M | $174.9 | 160.65K |
| Q1 2020 | share | Increase | +1013.32% | 240.89K shares | 33.18M | $140.98 | 264.66K |
| Q4 2019 | share | Increase | +866.78% | 21.31K shares | 4.41M | $200.54 | 23.77K |
| Q3 2019 | share | Increase | 0.00% | 2.45K shares | 475K | $187.44 | 2.45K |
| Q1 2019 | share | Decrease | -100.00% | -991 shares | -165K | $182.06 | 0 |
| Q4 2018 | share | Increase | 0.00% | 991 shares | 165K | $159.03 | 991 |