WEALTHSPIRE ADVISORS, LLC – iShares U.S. Equity Factor ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$3.50M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-4.43%
quarter
iShares U.S. Equity Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -7.39% | -7.71K shares | -455K | $36.22 | 96.65K |
| Q2 2022 | share | Decrease | -3.48% | -3.75K shares | -854K | $37.9 | 104.37K |
| Q1 2022 | share | Decrease | -2.77% | -3.08K shares | -368K | $44.48 | 108.13K |
| Q4 2021 | share | Decrease | -0.34% | -383 shares | 475K | $46.62 | 111.21K |
| Q3 2021 | share | Increase | 0.00% | 111.59K shares | 4.70M | $42.14 | 111.59K |
| Q2 2021 | share | Decrease | -100.00% | -131.50K shares | -5.34M | $42.7 | 0 |
| Q1 2021 | share | Increase | 0.00% | 131.50K shares | 5.34M | $40.43 | 131.50K |