Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.74 Billion
Q3 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 2,717 shares of IAK stock, worth $363,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,717

Previous 2,330 16.61%

Holding current value

$363,072

Previous $313,000 16.29%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$126.37 - $134.46 $48,905 - $52,036	387 Added 16.61%	2,717 $364,000
Q2 2025 Aug 04, 2025	BUY	$122.44 - $138.47 $31,099 - $35,171	254 Added 12.24%	2,330 $313,000
Q1 2025 Apr 23, 2025	BUY	$121.85 - $137.9 $41,550 - $47,023	341 Added 19.65%	2,076 $286,000
Q4 2024 Jan 24, 2025	BUY	$123.78 - $138.16 $30,697 - $34,263	248 Added 16.68%	1,735 $219,000
Q3 2024 Oct 15, 2024	BUY	$112.0 - $130.47 $448 - $521	4 Added 0.27%	1,487 $191,000

Q2 2024 Jul 31, 2024	SELL	$109.54 - $117.86 $201,005 - $216,273	-1,835 Reduced 55.3%	1,483 $167,000
Q1 2024 Apr 24, 2024	BUY	$101.06 - $117.39 $1,111 - $1,291	11 Added 0.33%	3,318 $389,000
Q4 2023 Feb 06, 2024	SELL	$89.71 - $100.92 $8,253 - $9,284	-92 Reduced 2.71%	3,307 $331,000
Q3 2023 Nov 08, 2023	BUY	$86.28 - $94.91 $293,265 - $322,599	3,399 New	3,399 $311,000
Q2 2022 Jul 22, 2022	SELL	$79.16 - $92.57 $9,895 - $11,571	-125 Closed	0 $0
Q1 2022 Apr 18, 2022	BUY	$82.05 - $92.52 $10,256 - $11,565	125 New	125 $11,000

Others Institutions Holding IAK

# of Institutions

178

Shares Held

3.71M

Call Options Held

400

Put Options Held

400

View Full List

About ISHARES TR

Ticker IAK
Sector ETFs
Industry ETFs

More about IAK

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Spire Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Spire Wealth Management with notifications on news.

Account

Spire Wealth Management Ishares Tr Transaction History