Spire Wealth Management Ishares Russell Mid Cap ETF Transaction History

Spire Wealth Management

$3.13 Billion
Q4 2024

A detailed history of Spire Wealth Management transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Spire Wealth Management holds 38,419 shares of IWR stock, worth $3.54 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

38,419

Previous 39,042 1.6%

Holding current value

$3.54 Million

Previous $3.44 Million 1.31%

% of portfolio

0.11%

Previous 0.12%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$87.25 - $95.52 $54,356 - $59,508	-623 Reduced 1.6%	38,419 $3.4 Million
Q3 2024 Oct 15, 2024	SELL	$79.92 - $88.19 $115,564 - $127,522	-1,446 Reduced 3.57%	39,042 $3.44 Million
Q2 2024 Jul 31, 2024	BUY	$78.66 - $83.59 $19,271 - $20,479	245 Added 0.61%	40,488 $3.28 Million
Q1 2024 Apr 24, 2024	SELL	$75.37 - $84.09 $51,100 - $57,013	-678 Reduced 1.66%	40,243 $3.38 Million
Q4 2023 Feb 06, 2024	SELL	$64.84 - $78.27 $11,347 - $13,697	-175 Reduced 0.43%	40,921 $3.18 Million
Q3 2023 Nov 08, 2023	SELL	$68.54 - $75.91 $14,461 - $16,017	-211 Reduced 0.51%	41,096 $2.85 Million
Q2 2023 Aug 09, 2023	BUY	$67.49 - $73.03 $25,443 - $27,532	377 Added 0.92%	41,307 $3.02 Million
Q1 2023 May 09, 2023	BUY	$66.27 - $75.04 $13,121 - $14,857	198 Added 0.49%	40,930 $2.86 Million
Q4 2022 Feb 03, 2023	BUY	$62.09 - $71.89 $151,934 - $175,914	2,447 Added 6.39%	40,732 $2.75 Million
Q3 2022 Nov 07, 2022	SELL	$62.15 - $74.82 $106,773 - $128,540	-1,718 Reduced 4.29%	38,285 $2.38 Million
Q2 2022 Jul 22, 2022	BUY	$62.75 - $78.76 $53,588 - $67,261	854 Added 2.18%	40,003 $2.59 Million
Q1 2022 Apr 18, 2022	SELL	$72.29 - $82.89 $167,062 - $191,558	-2,311 Reduced 5.57%	39,149 $3.06 Million
Q4 2021 Jan 14, 2022	BUY	$78.41 - $85.28 $204,728 - $222,666	2,611 Added 6.72%	41,460 $3.44 Million
Q3 2021 Oct 22, 2021	SELL	$76.44 - $82.59 $2,751 - $2,973	-36 Reduced 0.09%	38,849 $3.04 Million
Q2 2021 Jul 26, 2021	SELL	$74.82 - $79.61 $178,744 - $190,188	-2,389 Reduced 5.79%	38,885 $3.08 Million
Q1 2021 May 21, 2021	BUY	$67.45 - $75.68 $2.78 Million - $3.12 Million	41,274 New	41,274 $3.05 Million

Others Institutions Holding IWR

# of Institutions

1,443

Shares Held

341M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Spire Wealth Management Ishares Russell Mid Cap ETF Transaction History