WEALTHSPIRE ADVISORS, LLC – iShares Russell 3000 ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$9.52M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.76%
quarter
iShares Russell 3000 ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +1.35% | 612 shares | -343K | $207.04 | 46.02K |
| Q2 2022 | share | Increase | +0.11% | 52 shares | -2.02M | $217.39 | 45.41K |
| Q1 2022 | share | Increase | +20.81% | 7.81K shares | 1.48M | $262.37 | 45.35K |
| Q4 2021 | share | Increase | +0.08% | 29 shares | 858K | $278.5 | 37.54K |
| Q3 2021 | share | Decrease | -19.05% | -8.82K shares | -2.29M | $254.85 | 37.51K |
| Q2 2021 | share | Increase | +12.57% | 5.17K shares | 2.09M | $255.1 | 46.34K |
| Q1 2021 | share | Decrease | -0.58% | -239 shares | 510K | $235.97 | 41.16K |
| Q4 2020 | share | Increase | 0.00% | 41.40K shares | 9.25M | $221.71 | 41.40K |
| Q2 2020 | share | Decrease | -100.00% | -49.45K shares | -7.33M | $177.18 | 0 |
| Q1 2020 | share | Increase | 0.00% | 49.45K shares | 7.33M | $145.47 | 49.45K |