WEALTHSPIRE ADVISORS, LLC – iShares MSCI KLD 400 Social ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.46M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.86%
quarter
iShares MSCI KLD 400 Social ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +9.95% | 3.33K shares | 58K | $66.97 | 36.82K |
| Q2 2022 | share | Increase | +35.59% | 8.79K shares | 269K | $71.9 | 33.48K |
| Q1 2022 | share | Increase | +4.76% | 1.12K shares | -52K | $86.62 | 24.69K |
| Q4 2021 | share | Decrease | -22.76% | -6.94K shares | -349K | $93.1 | 23.57K |
| Q3 2021 | share | Increase | +24.22% | 5.95K shares | 505K | $83.21 | 30.52K |
| Q2 2021 | share | Decrease | -2.51% | -632 shares | 110K | $82.59 | 24.57K |
| Q1 2021 | share | Increase | +0.29% | 72 shares | 127K | $75.98 | 25.20K |
| Q4 2020 | share | Increase | 0.00% | 25.13K shares | 1.79M | $70.97 | 25.13K |
| Q2 2020 | share | Decrease | -100.00% | -27.42K shares | -1.33M | $58.15 | 0 |
| Q1 2020 | share | Increase | 0.00% | 27.42K shares | 1.33M | $47.84 | 27.42K |