Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

  • $2.95 Billion
  • Q3 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 83 shares of IAT stock, worth $4,130. This represents 0.0% of its overall portfolio holdings.

Number of Shares
83
Previous 168 50.6%
Holding current value
$4,130
Previous $6,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$40.8 - $48.93 $3,467 - $4,159
-85 Reduced 50.6%
83 $3,000
Q2 2024

Jul 31, 2024
BUY
$39.17 - $43.65 $39 - $43
1 Added 0.6%
168 $6,000
Q1 2024

Apr 24, 2024
BUY
$39.12 - $43.38 $78 - $86
2 Added 1.21%
167 $7,000
Q4 2023

Feb 06, 2024
BUY
$30.98 - $43.2 $123 - $172
4 Added 2.48%
165 $6,000
Q2 2023

Aug 09, 2023
BUY
$29.75 - $36.65 $29 - $36
1 Added 0.63%
161 $5,000
Q1 2023

May 09, 2023
BUY
$33.67 - $53.61 $33 - $53
1 Added 0.63%
160 $5,000
Q4 2022

Feb 03, 2023
BUY
$45.73 - $51.98 $137 - $155
3 Added 1.92%
159 $8,000
Q3 2022

Nov 07, 2022
SELL
$47.63 - $56.65 $24,100 - $28,664
-506 Reduced 76.44%
156 $7,000
Q2 2022

Jul 22, 2022
SELL
$47.91 - $57.96 $94,718 - $114,586
-1,977 Reduced 74.91%
662 $33,000
Q1 2022

Apr 18, 2022
BUY
$57.43 - $69.28 $121,292 - $146,319
2,112 Added 400.76%
2,639 $156,000
Q4 2021

Jan 14, 2022
BUY
$58.66 - $66.11 $30,913 - $34,839
527 New
527 $33,000
Q3 2021

Oct 22, 2021
SELL
$53.73 - $61.75 $21,492 - $24,700
-400 Closed
0 $0
Q2 2021

Jul 26, 2021
SELL
$54.96 - $62.64 $10,992 - $12,528
-200 Reduced 33.33%
400 $23,000
Q1 2021

May 21, 2021
BUY
$45.07 - $59.28 $27,042 - $35,568
600 New
600 $34,000

Others Institutions Holding IAT

# of Institutions
174
Shares Held
4.99M
Call Options Held
149K
Put Options Held
240K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
Track This Portfolio

Track Spire Wealth Management Portfolio

Follow Spire Wealth Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email