Integrated Wealth Concepts LLC Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 90,428 shares of EFIV stock, worth $5.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
90,428
Previous 88,698 1.95%
Holding current value
$5.7 Million
Previous $4.75 Million 11.57%
% of portfolio
0.06%
Previous 0.06%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$47.24 - $58.55 $81,725 - $101,291
1,730 Added 1.95%
90,428 $5.29 Million
Q1 2025

May 15, 2025
SELL
$52.53 - $58.51 $787 - $877
-15 Reduced 0.02%
88,698 $4.75 Million
Q4 2024

Feb 14, 2025
SELL
$55.05 - $58.86 $60,334 - $64,510
-1,096 Reduced 1.22%
88,713 $5.01 Million
Q3 2024

Nov 14, 2024
BUY
$50.43 - $55.76 $211,856 - $234,247
4,201 Added 4.91%
89,809 $5.01 Million
Q2 2024

Aug 14, 2024
SELL
$47.87 - $53.62 $18.2 Million - $20.4 Million
-380,191 Reduced 81.62%
85,608 $4.55 Million
Q1 2024

May 15, 2024
BUY
$45.34 - $50.65 $520,276 - $581,208
11,475 Added 2.53%
465,799 $23.6 Million
Q4 2023

Feb 13, 2024
SELL
$40.0 - $46.3 $2.68 Million - $3.1 Million
-66,929 Reduced 12.84%
454,324 $21 Million
Q3 2023

Nov 15, 2023
BUY
$41.29 - $44.55 $445,064 - $480,204
10,779 Added 2.11%
521,253 $21.6 Million
Q2 2023

Aug 15, 2023
SELL
$39.12 - $43.05 $12.5 Million - $13.8 Million
-319,979 Reduced 38.53%
510,474 $22 Million
Q1 2023

May 03, 2023
BUY
$36.26 - $39.92 $1.44 Million - $1.58 Million
39,702 Added 5.02%
830,453 $32.7 Million
Q4 2022

Feb 13, 2023
BUY
$34.22 - $39.09 $696,582 - $795,716
20,356 Added 2.64%
790,751 $29 Million
Q3 2022

Nov 14, 2022
BUY
$34.04 - $41.19 $1.43 Million - $1.73 Million
42,009 Added 5.77%
770,395 $26.2 Million
Q2 2022

Aug 08, 2022
BUY
$35.19 - $43.89 $937,285 - $1.17 Million
26,635 Added 3.8%
728,386 $26.4 Million
Q1 2022

May 12, 2022
BUY
$39.96 - $45.62 $28 Million - $32 Million
701,751 New
701,751 $30.5 Million

Others Institutions Holding EFIV

# of Institutions
124
Shares Held
5.23M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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