WEALTHSPIRE ADVISORS, LLC – iShares Core High Dividend ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$9.10M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-9.10%
quarter
iShares Core High Dividend ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -5.84% | -6.18K shares | -1.53M | $91.29 | 99.76K |
| Q2 2022 | share | Increase | +92.41% | 50.88K shares | 4.75M | $100.43 | 105.95K |
| Q1 2022 | share | Increase | +74.69% | 23.54K shares | 2.70M | $106.89 | 55.06K |
| Q4 2021 | share | Decrease | -30.00% | -13.50K shares | -1.06M | $100.85 | 31.52K |
| Q3 2021 | share | Increase | +49.34% | 14.87K shares | 1.33M | $94.26 | 45.03K |
| Q2 2021 | share | Increase | +13.01% | 3.47K shares | 379K | $95.76 | 30.15K |
| Q1 2021 | share | Decrease | -1.10% | -297 shares | 167K | $93.37 | 26.68K |
| Q4 2020 | share | Increase | 0.00% | 26.97K shares | 2.36M | $85.46 | 26.97K |
| Q3 2020 | share | Decrease | -1.17% | -190 shares | -26K | $77.64 | 16.07K |
| Q2 2020 | share | Decrease | -35.50% | -8.95K shares | -484K | $77.45 | 16.26K |
| Q1 2020 | share | Decrease | -16.51% | -4.98K shares | -1.15M | $67.56 | 25.21K |
| Q4 2019 | share | Decrease | -8.30% | -2.73K shares | -139K | $91.37 | 30.2K |
| Q3 2019 | share | Increase | +79.98% | 14.63K shares | 1.37M | $87.03 | 32.93K |
| Q2 2019 | share | Increase | 0.00% | 18.29K shares | 1.72M | $86.56 | 18.29K |