Spire Wealth Management Ishares U.S. Fixed Income Bala Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares U.S. Fixed Income Bala stock. As of the latest transaction made, Spire Wealth Management holds 167 shares of FIBR stock, worth $14,632. This represents 0.0% of its overall portfolio holdings.

Number of Shares

167

Previous 365 54.25%

Holding current value

$14,632

Previous $32,000 56.25%

% of portfolio

0.0%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$86.49 - $88.43 $17,125 - $17,509	-198 Reduced 54.25%	167 $14,000
Q3 2024 Oct 15, 2024	BUY	$85.43 - $88.78 $427 - $443	5 Added 1.39%	365 $32,000
Q2 2024 Jul 31, 2024	BUY	$84.38 - $86.08 $337 - $344	4 Added 1.12%	360 $30,000
Q1 2024 Apr 24, 2024	BUY	$85.32 - $86.69 $255 - $260	3 Added 0.85%	356 $30,000
Q4 2023 Feb 06, 2024	BUY	$81.11 - $86.62 $486 - $519	6 Added 1.73%	353 $30,000
Q3 2023 Nov 08, 2023	BUY	$82.34 - $84.66 $329 - $338	4 Added 1.17%	347 $28,000
Q2 2023 Aug 09, 2023	SELL	$83.55 - $85.37 $6,349 - $6,488	-76 Reduced 18.14%	343 $28,000
Q1 2023 May 09, 2023	BUY	$82.46 - $86.27 $19,295 - $20,187	234 Added 126.49%	419 $35,000
Q4 2022 Feb 03, 2023	BUY	$80.41 - $84.93 $160 - $169	2 Added 1.09%	185 $15,000
Q3 2022 Nov 07, 2022	SELL	$81.4 - $88.85 $1.79 Million - $1.96 Million	-22,016 Reduced 99.18%	183 $15,000
Q2 2022 Jul 22, 2022	BUY	$83.7 - $92.32 $1.62 Million - $1.78 Million	19,302 Added 666.28%	22,199 $1.91 Million
Q1 2022 Apr 18, 2022	SELL	$91.46 - $99.22 $4,573 - $4,961	-50 Reduced 1.7%	2,897 $268,000
Q4 2021 Jan 14, 2022	BUY	$98.89 - $100.51 $197 - $201	2 Added 0.07%	2,947 $294,000
Q3 2021 Oct 22, 2021	BUY	$100.27 - $101.41 $19,953 - $20,180	199 Added 7.25%	2,945 $295,000
Q2 2021 Jul 26, 2021	BUY	$99.76 - $100.64 $99 - $100	1 Added 0.04%	2,746 $276,000
Q1 2021 May 21, 2021	BUY	$99.48 - $102.61 $273,072 - $281,664	2,745 New	2,745 $274,000

Others Institutions Holding FIBR

# of Institutions

Shares Held

339K

Call Options Held

Put Options Held

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About ISHARES U.S. FIXED INCOME BALA

Ticker FIBR
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Spire Wealth Management Ishares U.S. Fixed Income Bala Transaction History