Retirement Income Solutions, Inc Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Retirement Income Solutions, Inc

  • $434 Million
  • Q3 2024

A detailed history of Retirement Income Solutions, Inc transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Retirement Income Solutions, Inc holds 13,636 shares of EFIV stock, worth $774,933. This represents 0.18% of its overall portfolio holdings.

Number of Shares
13,636
Previous 13,636 -0.0%
Holding current value
$774,933
Previous $724,000 4.97%
% of portfolio
0.18%
Previous 0.18%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$47.87 - $53.62 $273,385 - $306,223
-5,711 Reduced 29.52%
13,636 $724,000
Q1 2024

May 03, 2024
SELL
$45.34 - $50.65 $46,020 - $51,409
-1,015 Reduced 4.98%
19,347 $979,000
Q4 2023

Feb 08, 2024
BUY
$40.0 - $46.3 $102,400 - $118,528
2,560 Added 14.38%
20,362 $940,000
Q3 2023

Nov 01, 2023
BUY
$41.29 - $44.55 $34,518 - $37,243
836 Added 4.93%
17,802 $738,000
Q2 2023

Jul 28, 2023
BUY
$39.12 - $43.05 $97,604 - $107,409
2,495 Added 17.24%
16,966 $730,000
Q1 2023

May 05, 2023
SELL
$36.26 - $39.92 $11,530 - $12,694
-318 Reduced 2.15%
14,471 $570,000
Q4 2022

Feb 08, 2023
BUY
$34.22 - $39.09 $254,151 - $290,321
7,427 Added 100.88%
14,789 $542,000
Q3 2022

Nov 02, 2022
BUY
$34.04 - $41.19 $28,219 - $34,146
829 Added 12.69%
7,362 $255,000
Q2 2022

Aug 16, 2022
SELL
$35.19 - $43.89 $573,667 - $715,494
-16,302 Reduced 71.39%
6,533 $237,000
Q1 2022

May 06, 2022
BUY
$39.96 - $45.62 $912,486 - $1.04 Million
22,835 New
22,835 $991 Million

Others Institutions Holding EFIV

# of Institutions
111
Shares Held
5.06M
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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