Spire Wealth Management Ishares Esg Aware U.S. Aggrega Transaction History

Spire Wealth Management

$2.95 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 24, 2024	BUY	$46.54 - $47.74 $14,799 - $15,181	318 Added 5.69%	5,906 $277,000
Q4 2023 Feb 06, 2024	SELL	$44.12 - $47.93 $20,912 - $22,718	-474 Reduced 7.82%	5,588 $266,000
Q3 2023 Nov 08, 2023	BUY	$45.2 - $47.43 $99,349 - $104,251	2,198 Added 56.88%	6,062 $274,000
Q2 2023 Aug 09, 2023	BUY	$46.98 - $48.45 $3,946 - $4,069	84 Added 2.22%	3,864 $182,000
Q1 2023 May 09, 2023	SELL	$46.38 - $48.56 $58,717 - $61,476	-1,266 Reduced 25.09%	3,780 $181,000
Q4 2022 Feb 03, 2023	SELL	$45.12 - $48.04 $24,364 - $25,941	-540 Reduced 9.67%	5,046 $236,000
Q2 2022 Jul 22, 2022	SELL	$47.71 - $51.47 $63,931 - $68,969	-1,340 Reduced 19.35%	5,586 $273,000
Q1 2022 Apr 18, 2022	BUY	$51.09 - $54.52 $40,872 - $43,616	800 Added 13.06%	6,926 $358,000
Q4 2021 Jan 14, 2022	BUY	$54.56 - $55.46 $99,080 - $100,715	1,816 Added 42.13%	6,126 $338,000
Q3 2021 Oct 22, 2021	BUY	$55.13 - $55.99 $178,069 - $180,847	3,230 Added 299.07%	4,310 $238,000
Q2 2021 Jul 26, 2021	BUY	$54.55 - $55.32 $58,914 - $59,745	1,080 New	1,080 $60,000

Others Institutions Holding EAGG

# of Institutions

401

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

About ISHARES ESG AWARE U.S. AGGREGA

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