Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

  • $3.01 Billion
  • Q1 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 5,047 shares of DVY stock, worth $609,627. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,047
Previous 6,297 19.85%
Holding current value
$609,627
Previous $738,000 15.85%
% of portfolio
0.02%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024
SELL
$113.31 - $123.18 $141,637 - $153,975
-1,250 Reduced 19.85%
5,047 $621,000
Q4 2023

Feb 06, 2024
SELL
$102.97 - $119.06 $59,825 - $69,173
-581 Reduced 8.45%
6,297 $738,000
Q3 2023

Nov 08, 2023
SELL
$107.44 - $118.16 $107,117 - $117,805
-997 Reduced 12.66%
6,878 $740,000
Q2 2023

Aug 09, 2023
BUY
$108.5 - $119.27 $17,902 - $19,679
165 Added 2.14%
7,875 $892,000
Q1 2023

May 09, 2023
BUY
$110.68 - $126.38 $161,150 - $184,009
1,456 Added 23.28%
7,710 $903,000
Q4 2022

Feb 03, 2023
BUY
$117.33 - $125.5 $19,946 - $21,335
170 Added 2.79%
6,254 $754,000
Q3 2022

Nov 07, 2022
SELL
N/A
-42,878 Reduced 87.57%
6,084 $652,000
Q2 2022

Jul 22, 2022
BUY
N/A
37,052 Added 311.1%
48,962 $5.76 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-6,840 Reduced 36.48%
11,910 $1.53 Million
Q4 2021

Jan 14, 2022
BUY
N/A
8,870 Added 89.78%
18,750 $2.3 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-757 Reduced 7.12%
9,880 $1.13 Million
Q2 2021

Jul 26, 2021
SELL
N/A
-11,128 Reduced 51.13%
10,637 $1.24 Million
Q1 2021

May 21, 2021
BUY
N/A
18,340 Added 535.47%
21,765 $2.48 Million
Q1 2021

May 07, 2021
BUY
N/A
3,425 New
3,425 $391,000

Others Institutions Holding DVY

# of Institutions
1,309
Shares Held
68.2M
Call Options Held
388K
Put Options Held
223K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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