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 5,169 shares of IDV stock, worth $145,817. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,169
Previous 7,002 26.18%
Holding current value
$145,817
Previous $193,000 19.17%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 15, 2024
SELL
$27.62 - $30.64 $50,627 - $56,163
-1,833 Reduced 26.18%
5,169 $156,000
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
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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