WEALTHSPIRE ADVISORS, LLC – iShares Core Dividend Growth ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$1.91M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-6.65%
quarter
iShares Core Dividend Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -4.81% | -2.17K shares | -239K | $44.47 | 42.96K |
| Q2 2022 | share | Increase | +48.60% | 14.76K shares | 528K | $47.64 | 45.13K |
| Q1 2022 | share | Decrease | -0.47% | -142 shares | -74K | $53.41 | 30.37K |
| Q4 2021 | share | 0.00% | 0 shares | 163K | $55.56 | 30.51K | |
| Q3 2021 | share | Increase | 0.00% | 30.51K shares | 1.53M | $50.24 | 30.51K |
| Q2 2021 | share | Decrease | -100.00% | -24.25K shares | -1.17M | $50.12 | 0 |
| Q1 2021 | share | Increase | 0.00% | 24.25K shares | 1.17M | $47.79 | 24.25K |