A detailed history of Spire Wealth Management transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Spire Wealth Management holds 5,075 shares of IWS stock, worth $710,855. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,075
Previous 5,075 -0.0%
Holding current value
$710,855
Previous $612,000 9.64%
% of portfolio
0.02%
Previous 0.02%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

SELL
$117.31 - $125.13 $44,577 - $47,549
-380 Reduced 6.97%
5,075 $612,000
Q1 2024

Apr 24, 2024

SELL
$112.43 - $125.33 $23,835 - $26,569
-212 Reduced 3.74%
5,455 $683,000
Q4 2023

Feb 06, 2024

SELL
$97.63 - $117.08 $5,369 - $6,439
-55 Reduced 0.96%
5,667 $659,000
Q3 2023

Nov 08, 2023

SELL
$103.48 - $114.68 $16,142 - $17,890
-156 Reduced 2.65%
5,722 $597,000
Q2 2023

Aug 09, 2023

SELL
$101.5 - $109.84 $61,204 - $66,233
-603 Reduced 9.3%
5,878 $645,000
Q1 2023

May 09, 2023

BUY
$100.22 - $116.23 $71,757 - $83,220
716 Added 12.42%
6,481 $688,000
Q4 2022

Feb 03, 2023

SELL
$96.57 - $111.69 $42,104 - $48,696
-436 Reduced 7.03%
5,765 $607,000
Q3 2022

Nov 07, 2022

SELL
$96.05 - $115.74 $2,881 - $3,472
-30 Reduced 0.48%
6,201 $596,000
Q2 2022

Jul 22, 2022

SELL
$99.42 - $121.64 $41,060 - $50,237
-413 Reduced 6.22%
6,231 $633,000
Q1 2022

Apr 18, 2022

SELL
$112.23 - $123.59 $259,700 - $285,987
-2,314 Reduced 25.83%
6,644 $795,000
Q4 2021

Jan 14, 2022

BUY
$114.04 - $122.75 $255,107 - $274,591
2,237 Added 33.28%
8,958 $1.1 Million
Q3 2021

Oct 22, 2021

SELL
$110.67 - $119.04 $16,932 - $18,213
-153 Reduced 2.23%
6,721 $761,000
Q2 2021

Jul 26, 2021

SELL
$110.51 - $117.85 $70,063 - $74,716
-634 Reduced 8.44%
6,874 $767,000
Q1 2021

May 21, 2021

BUY
$95.27 - $111.97 $715,287 - $840,670
7,508 New
7,508 $821,000

Others Institutions Holding IWS

About ISHARES RUSSELL MIDCAP VALUE E


  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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