Spire Wealth Management Ishares Russell 2000 ETF Transaction History

Spire Wealth Management

$2.83 Billion
Q2 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Spire Wealth Management holds 22,945 shares of IWM stock, worth $5 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

22,945

Previous 22,930 0.07%

Holding current value

$5 Million

Previous $4.82 Million 3.46%

% of portfolio

0.16%

Previous 0.16%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 31, 2024	BUY	$192.84 - $209.44 $2,892 - $3,141	15 Added 0.07%	22,945 $4.66 Million
Q1 2024 Apr 24, 2024	BUY	$189.48 - $210.3 $654,463 - $726,376	3,454 Added 17.73%	22,930 $4.82 Million
Q4 2023 Feb 06, 2024	BUY	$162.21 - $204.82 $52,393 - $66,156	323 Added 1.69%	19,476 $3.91 Million
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $488,208 - $556,388	2,800 Added 17.12%	19,153 $3.39 Million
Q2 2023 Aug 09, 2023	SELL	$170.4 - $187.93 $116,383 - $128,356	-683 Reduced 4.01%	16,353 $3.06 Million
Q1 2023 May 09, 2023	BUY	$170.25 - $198.32 $293,170 - $341,507	1,722 Added 11.24%	17,036 $3.04 Million
Q4 2022 Feb 03, 2023	BUY	$166.81 - $188.05 $656,564 - $740,164	3,936 Added 34.59%	15,314 $2.67 Million
Q3 2022 Nov 07, 2022	SELL	$164.17 - $201.07 $1.61 Million - $1.97 Million	-9,781 Reduced 46.23%	11,378 $1.88 Million
Q2 2022 Jul 22, 2022	SELL	$163.9 - $207.91 $572,338 - $726,021	-3,492 Reduced 14.17%	21,159 $3.58 Million
Q1 2022 Apr 18, 2022	BUY	$191.52 - $225.32 $7,852 - $9,238	41 Added 0.17%	24,651 $5.06 Million
Q4 2021 Jan 14, 2022	BUY	$212.12 - $242.56 $238,210 - $272,394	1,123 Added 4.78%	24,610 $5.48 Million
Q3 2021 Oct 22, 2021	BUY	$211.73 - $231.39 $321,194 - $351,018	1,517 Added 6.9%	23,487 $5.23 Million
Q2 2021 Jul 26, 2021	BUY	$211.85 - $232.89 $246,169 - $270,618	1,162 Added 5.58%	21,970 $5.04 Million
Q1 2021 May 21, 2021	BUY	$193.5 - $234.42 $4.02 Million - $4.88 Million	20,798 Added 207980.0%	20,808 $4 Million
Q1 2021 May 07, 2021	BUY	$193.5 - $234.42 $1,935 - $2,344	10 New	10 $2,000

Others Institutions Holding IWM

# of Institutions

2,544

Shares Held

294M

Call Options Held

232M

Put Options Held

363M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

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Spire Wealth Management Ishares Russell 2000 ETF Transaction History