Spire Wealth Management Ishares Tr Transaction History

Spire Wealth Management

$2.7 Billion
Q2 2025

A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 6,376 shares of IDV stock, worth $232,596. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,376

Previous 5,194 22.76%

Holding current value

$232,596

Previous $161,000 36.65%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$27.79 - $34.84 $32,847 - $41,180	1,182 Added 22.76%	6,376 $220,000
Q1 2025 Apr 23, 2025	BUY	$27.0 - $31.7 $189 - $221	7 Added 0.13%	5,194 $161,000
Q4 2024 Jan 24, 2025	BUY	$27.03 - $29.92 $486 - $538	18 Added 0.35%	5,187 $142,000
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

574

Shares Held

97.7M

Call Options Held

23.6K

Put Options Held

67.9K

View Full List

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

More about IDV

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