WEALTHSPIRE ADVISORS, LLC – iShares ESG Aware MSCI USA ETF Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$2.45M
portfolio value
WEALTHSPIRE ADVISORS, LLC quarter portfolio value change:
-5.35%
quarter
iShares ESG Aware MSCI USA ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +233.34% | 21.62K shares | 1.67M | $79.41 | 30.89K |
| Q2 2022 | share | Decrease | -9.79% | -1.00K shares | -263K | $83.9 | 9.26K |
| Q1 2022 | share | Decrease | -19.48% | -2.48K shares | -336K | $101.35 | 10.27K |
| Q4 2021 | share | Decrease | -4.88% | -654 shares | 56K | $108.23 | 12.75K |
| Q3 2021 | share | Increase | +91.15% | 6.39K shares | 630K | $98.46 | 13.41K |
| Q2 2021 | share | Decrease | -12.10% | -966 shares | -34K | $98.16 | 7.01K |
| Q1 2021 | share | Increase | +132.47% | 4.54K shares | 430K | $90.36 | 7.98K |
| Q4 2020 | share | Increase | 0.00% | 3.43K shares | 295K | $85.28 | 3.43K |
| Q3 2020 | share | Decrease | -12.28% | -485 shares | -12K | $75.29 | 3.46K |
| Q2 2020 | share | Decrease | -0.88% | -35 shares | 47K | $68.88 | 3.94K |
| Q1 2020 | share | Increase | +4.18% | 160 shares | -44K | $56.37 | 3.98K |
| Q4 2019 | share | 0.00% | 0 shares | 23K | $69.6 | 3.82K | |
| Q3 2019 | share | Increase | +0.79% | 30 shares | 5K | $63.51 | 3.82K |
| Q2 2019 | share | Increase | 0.00% | 3.79K shares | 245K | $62.58 | 3.79K |
| Q4 2018 | share | Increase | 0.00% | 1.33K shares | 73K | $52.84 | 1.33K |