Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 7,002 shares of IDV stock, worth $213,280. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,002

Previous 6,797 3.02%

Holding current value

$213,280

Previous $190,000 1.58%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$26.94 - $30.1 $5,522 - $6,170	205 Added 3.02%	7,002 $193,000
Q1 2024 Apr 24, 2024	BUY	$26.95 - $28.13 $296 - $309	11 Added 0.16%	6,797 $190,000
Q4 2023 Feb 06, 2024	BUY	$24.46 - $28.13 $953 - $1,097	39 Added 0.58%	6,786 $189,000
Q2 2023 Aug 09, 2023	BUY	$25.86 - $28.52 $827 - $912	32 Added 0.48%	6,747 $177,000
Q1 2023 May 09, 2023	BUY	$26.54 - $29.5 $10,881 - $12,095	410 Added 6.5%	6,715 $184,000
Q4 2022 Feb 03, 2023	BUY	$22.26 - $27.56 $333 - $413	15 Added 0.24%	6,305 $171,000
Q3 2022 Nov 07, 2022	SELL	$22.53 - $28.47 $19,173 - $24,227	-851 Reduced 11.92%	6,290 $142,000
Q2 2022 Jul 22, 2022	SELL	$26.84 - $32.0 $10,091 - $12,032	-376 Reduced 5.0%	7,141 $194,000
Q1 2022 Apr 18, 2022	BUY	$29.99 - $33.33 $389 - $433	13 Added 0.17%	7,517 $239,000
Q4 2021 Jan 14, 2022	SELL	$29.77 - $31.71 $595 - $634	-20 Reduced 0.27%	7,504 $234,000
Q3 2021 Oct 22, 2021	BUY	$30.42 - $32.96 $638 - $692	21 Added 0.28%	7,524 $229,000
Q2 2021 Jul 26, 2021	BUY	$31.67 - $34.02 $25,716 - $27,624	812 Added 12.14%	7,503 $243,000
Q1 2021 May 21, 2021	BUY	$29.53 - $32.13 $197,585 - $214,981	6,691 New	6,691 $211,000

Others Institutions Holding IDV

# of Institutions

463

Shares Held

82.3M

Call Options Held

24.7K

Put Options Held

23.3K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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Spire Wealth Management Ishares Tr Transaction History