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 3,662 shares of IHE stock, worth $245,170. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,662

Previous 3,370 8.66%

Holding current value

$245,170

Previous $223,000 15.7%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$65.61 - $72.86 $19,158 - $21,275	292 Added 8.66%	3,662 $258,000
Q2 2024 Jul 31, 2024	BUY	$62.73 - $67.4 $73,770 - $79,262	1,176 Added 53.6%	3,370 $223,000
Q1 2024 Apr 24, 2024	BUY	$66.67 - $208.65 $123,539 - $386,628	1,853 Added 543.4%	2,194 $148,000
Q4 2023 Feb 06, 2024	BUY	$166.63 - $185.76 $166 - $185	1 Added 0.29%	341 $63,000
Q2 2023 Aug 09, 2023	SELL	$170.31 - $183.88 $510 - $551	-3 Reduced 0.87%	340 $60,000
Q1 2023 May 09, 2023	BUY	$169.94 - $188.72 $21,752 - $24,156	128 Added 59.53%	343 $60,000
Q3 2022 Nov 07, 2022	SELL	$56.37 - $195.56 $6,538 - $22,684	-116 Reduced 35.05%	215 $36,000
Q2 2022 Jul 22, 2022	SELL	$178.46 - $201.82 $20,522 - $23,209	-115 Reduced 25.78%	331 $63,000
Q1 2022 Apr 18, 2022	BUY	$180.82 - $198.07 $180 - $198	1 Added 0.22%	446 $87,000
Q4 2021 Jan 14, 2022	BUY	$182.18 - $200.3 $364 - $400	2 Added 0.45%	445 $89,000
Q3 2021 Oct 22, 2021	SELL	$183.15 - $198.47 $549 - $595	-3 Reduced 0.67%	443 $81,000
Q2 2021 Jul 26, 2021	BUY	$174.94 - $189.58 $349 - $379	2 Added 0.45%	446 $83,000
Q1 2021 May 21, 2021	BUY	$171.78 - $186.35 $76,270 - $82,739	444 New	444 $79,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Spire Wealth Management Ishares Tr Transaction History