WELLSPRING FINANCIAL ADVISORS, LLC – iShares S&P Mid-Cap 400 Growth ETF Transaction History
WELLSPRING FINANCIAL ADVISORS, LLC portfolio value:
$1.75M
portfolio value
WELLSPRING FINANCIAL ADVISORS, LLC quarter portfolio value change:
-1.11%
quarter
iShares S&P Mid-Cap 400 Growth ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.05% | -13 shares | -21K | $63.02 | 27.84K |
| Q2 2022 | share | Decrease | -27.50% | -10.56K shares | -1.19M | $63.73 | 27.85K |
| Q1 2022 | share | Decrease | -0.58% | -226 shares | -327K | $77.27 | 38.41K |
| Q4 2021 | share | Increase | +0.04% | 16 shares | 236K | $85.18 | 38.64K |
| Q3 2021 | share | Decrease | -2.27% | -899 shares | -140K | $79.19 | 38.62K |
| Q2 2021 | share | Increase | +294.23% | 29.49K shares | 1.41M | $80.81 | 39.52K |
| Q1 2021 | share | Decrease | -74.62% | -29.47K shares | -1.06M | $78.18 | 10.02K |
| Q4 2020 | share | Decrease | -1.40% | -561 shares | 457K | $71.96 | 39.50K |
| Q3 2020 | share | Increase | +0.06% | 24 shares | 154K | $59.45 | 40.06K |
| Q2 2020 | share | Decrease | -0.16% | -64 shares | 453K | $55.55 | 40.04K |
| Q1 2020 | share | Increase | 0.00% | 40.10K shares | 1.78M | $44.18 | 40.10K |