A detailed history of Spire Wealth Management transactions in Ishares Tr stock. As of the latest transaction made, Spire Wealth Management holds 235 shares of IEO stock, worth $23,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
235
Previous 235 -0.0%
Holding current value
$23,361
Previous $23,000 8.7%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 06, 2024

SELL
$89.35 - $102.39 $46,819 - $53,652
-524 Reduced 69.04%
235 $21,000
Q2 2023

Aug 09, 2023

SELL
$78.88 - $90.31 $867 - $993
-11 Reduced 1.43%
759 $64,000
Q1 2023

May 09, 2023

BUY
$79.25 - $98.78 $396 - $493
5 Added 0.65%
770 $66,000
Q4 2022

Feb 03, 2023

BUY
$88.39 - $105.94 $530 - $635
6 Added 0.79%
765 $71,000
Q3 2022

Nov 07, 2022

BUY
$72.71 - $96.38 $3,490 - $4,626
48 Added 6.75%
759 $63,000
Q2 2022

Jul 22, 2022

BUY
$76.86 - $105.4 $307 - $421
4 Added 0.57%
711 $55,000
Q1 2022

Apr 18, 2022

BUY
$63.08 - $87.03 $189 - $261
3 Added 0.43%
707 $60,000
Q4 2021

Jan 14, 2022

SELL
$57.79 - $66.64 $26,641 - $30,721
-461 Reduced 39.57%
704 $43,000
Q3 2021

Oct 22, 2021

SELL
$46.6 - $58.66 $16,729 - $21,058
-359 Reduced 23.56%
1,165 $68,000
Q2 2021

Jul 26, 2021

SELL
$45.91 - $58.84 $4,407 - $5,648
-96 Reduced 5.93%
1,524 $87,000
Q1 2021

May 21, 2021

BUY
$35.91 - $53.46 $58,174 - $86,605
1,620 New
1,620 $79,000

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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.