WELLSPRING FINANCIAL ADVISORS, LLC – iShares S&P 500 Growth ETF Transaction History
WELLSPRING FINANCIAL ADVISORS, LLC portfolio value:
$6.55M
portfolio value
WELLSPRING FINANCIAL ADVISORS, LLC quarter portfolio value change:
-4.14%
quarter
iShares S&P 500 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.83% | -953 shares | -341K | $57.85 | 113.34K |
| Q2 2022 | share | Decrease | -3.68% | -4.37K shares | -2.16M | $60.35 | 114.30K |
| Q1 2022 | share | Decrease | -0.34% | -402 shares | -899K | $76.38 | 118.67K |
| Q4 2021 | share | Decrease | -3.85% | -4.76K shares | 810K | $84.16 | 119.07K |
| Q3 2021 | share | Decrease | -0.34% | -417 shares | 116K | $73.91 | 123.84K |
| Q2 2021 | share | Increase | +242.89% | 88.01K shares | 3.05M | $72.62 | 124.25K |
| Q1 2021 | share | Decrease | -72.71% | -96.54K shares | -2.49M | $64.94 | 36.23K |
| Q4 2020 | share | Decrease | -7.70% | -11.07K shares | 164K | $63.55 | 132.78K |
| Q3 2020 | share | Decrease | -0.43% | -624 shares | 816K | $57.4 | 143.85K |
| Q2 2020 | share | Decrease | -0.33% | -476 shares | 1.51M | $51.41 | 144.47K |
| Q1 2020 | share | Increase | 0.00% | 144.95K shares | 5.98M | $40.8 | 144.95K |