WEALTHSPIRE ADVISORS, LLC – iShares Russell 1000 Value ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$12.32M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.19%
quarter
iShares Russell 1000 Value ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +10.71% | 8.76K shares | 457K | $135.99 | 90.63K |
| Q2 2022 | share | Increase | +11.08% | 8.16K shares | -364K | $144.97 | 81.86K |
| Q1 2022 | share | Decrease | -8.85% | -7.15K shares | -1.34M | $165.98 | 73.69K |
| Q4 2021 | share | Decrease | -8.58% | -7.59K shares | -265K | $167.97 | 80.85K |
| Q3 2021 | share | Increase | +8.21% | 6.71K shares | 878K | $156.51 | 88.44K |
| Q2 2021 | share | Increase | +2.41% | 1.92K shares | 869K | $157.82 | 81.73K |
| Q1 2021 | share | Increase | +5.88% | 4.43K shares | 1.78M | $150.24 | 79.81K |
| Q4 2020 | share | Increase | 0.00% | 75.37K shares | 10.30M | $134.99 | 75.37K |
| Q3 2020 | share | Increase | +330.65% | 32.58K shares | 3.90M | $116.11 | 42.43K |
| Q2 2020 | share | Decrease | -85.93% | -60.17K shares | -5.83M | $110 | 9.85K |
| Q1 2020 | share | Increase | 0.00% | 70.03K shares | 6.94M | $96.29 | 70.03K |
| Q1 2019 | share | Decrease | -100.00% | -36.96K shares | -4.10M | $116.49 | 0 |
| Q4 2018 | share | Increase | 0.00% | 36.96K shares | 4.10M | $104.19 | 36.96K |