WEALTHSPIRE ADVISORS, LLC – iShares Russell 1000 ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$9.39M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.02%
quarter
iShares Russell 1000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +72.30% | 19.97K shares | 3.65M | $197.33 | 47.61K |
| Q2 2022 | share | Increase | +0.23% | 64 shares | -1.15M | $207.76 | 27.63K |
| Q1 2022 | share | Increase | +38.69% | 7.69K shares | 1.63M | $250.07 | 27.56K |
| Q4 2021 | share | Decrease | -3.40% | -700 shares | 282K | $265.42 | 19.87K |
| Q3 2021 | share | Decrease | -17.29% | -4.30K shares | -1.04M | $241.71 | 20.57K |
| Q2 2021 | share | Decrease | -10.51% | -2.92K shares | -199K | $241.27 | 24.87K |
| Q1 2021 | share | Increase | +7.89% | 2.03K shares | 764K | $222.57 | 27.79K |
| Q4 2020 | share | Increase | 0.00% | 25.76K shares | 5.45M | $209.97 | 25.76K |
| Q2 2020 | share | Decrease | -100.00% | -18.52K shares | -2.62M | $168.79 | 0 |
| Q1 2020 | share | Increase | 0.00% | 18.52K shares | 2.62M | $138.66 | 18.52K |